The professionals on our Annuity Marketing team don’t just help our producers get by, they help them get better.

In Advisors Excel’s carefully crafted culture where top producers are expected to share ideas, strategies and techniques, our annuity marketers stay busy coaching producers and sharing best practices. They’re constantly in contact with our producers, searching for new ways to help them improve their practices and, more importantly, find financial strategies that incorporate competitive products for their clients.

Our annuities department also includes annuity operations employees who handle all of the backend paperwork and follow-up processes, providing world-class service and support for our producers and their clients every step of the way.

From helping producers learn the basics of life insurance to sharing easy-to-implement strategies to introducing them to new markets, the AE Life team brings new “life” and added value to our producers and their clients.

This integrated team tackles every step in the process of getting applications submitted and approved. That includes scrubbing the application, ordering medical exams and records, seeing the app through the underwriting process and helping ensure a client receives the best possible offer.

Helping our producers find innovative ways to add life insurance to their practice and transferring the back-office work from their shoulders to Advisors Excel’s has made AE Life one of the top-producing IMO Life divisions in the country.

Everyone deserves a personalized investment strategy fit for their retirement. At Advisors Excel, our Wealth Management department helps ensure our advisors can make that happen for their clients.

We work with financial advisors across the country to help their clients protect their assets and build the retirement they’ve always imagined. Together with our network of experienced financial advisors, we build personalized financial portfolios based on conservative money management strategies.

Using the latest technology, our Wealth Management team is constantly ready to dish out the latest tools, knowledge and strategies advisors need to better serve their clients. This comprehensive team includes compliance, marketing and operations employees who work as fast as the changes in the stock market.

For many retirees and pre-retirees, understanding health care options isn’t a priority until it’s a necessity. The Medicare Solutions team has the tools and strategies to help producers better prepare their clients for any potential health care needs.

As with all our departments, the Medicare Solutions team sources industry best practices and ideas to help our producers grow their businesses and ultimately better help their clients. From educational events, mastermind groups and a plethora of business building resources, we help the best get even better and stay on top of Medicare Solutions.

AE Creative is a full-fledged, in-house ad agency of award-winning copywriters, graphic designers, web marketing specialists, videographers, radio producers and much, much more. They’re constantly pushing the boundaries of creativity with problem solving-solutions for every client.

With the ability to handle everything from logo design to e-marketing solutions, the AE Creative team helps producers establish their brands and build credibility among their target markets. This talented team also helps build Advisors Excel’s own corporate marketing efforts and internal employee communications and projects.

Our IT department handles way more than ensuring all 600+ employees’ gadgets are working. Besides maintaining Advisors Excel’s phones, computers, servers, printers, scanners and video conferencing systems, our IT team helps develop custom-built applications and manages purchased applications that benefit both employees and our advisors.

Then, we have the pros in Advisors Tech. This group operates as its own business as an external IT department for our advisors and other local companies. They offer technology servicing packages, operational support and email hosting — all with Advisors Excel’s signature professional touch.

Our producers try hard to help their clients achieve their goals, and to work within the laws and regulations governing the industry. But with ever-changing insurance laws and a variety of regulations that may differ from state to state, staying on top of the latest best practices can be difficult and complicated.

That’s where the AE Compliance team comes in. Our in-house team helps protect Advisors Excel and our producers from regulatory risk by reviewing advertising and marketing materials to make sure no lines are crossed. They also make sure our producers get the latest details on industry regulations.

From recruiting and training to rewarding and retaining, the Employee Experience team focuses on the daily life of AE employees. Their No. 1 goal is to preserve Advisors Excel’s unique culture and add value to the company’s most important resource: its people.

That means much more than ensuring AE employees have access to great benefits to take care of themselves and their families. Through organizing on-site training and education programs, as well as charitable activities and volunteer opportunities to help Advisors Excel give back to our community, our Employee Initiatives team helps foster professional and personal growth.

The Finance team runs all of the normal business accounting functions — processing payroll, invoicing clients, depositing payments, tax accounting — but that’s only the tip of the iceberg.

A typical day in Finance consists of gathering, inputting and calculating a lot of data to keep a finger on the pulse of our business. This team takes financial reporting to the next level by measuring our producers’ life insurance and annuities production with their assets under management to define overall profitability. Better understanding our producers’ practices helps us measure how Advisors Excel’s services impact their bottom lines.

Our in-house compliance team helps protect Advisors Excel and our producers from regulatory risk by reviewing advertising and marketing materials to make sure no lines are crossed. Sometimes, the law isn’t always black and white. That’s why we have designated legal personnel to help define right from wrong and further ensure our producers are doing everything the right way, the first time.

Every team member has an important place in Advisors Excel’s family. Some employees have specialized skill requirements that don’t fit under our normal umbrella of departments — like our facilities maintenance personnel or our specialized advisor training team — but each person is still a highly valued member of our team.