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Supporting Insurance Companies

Intervest International

At Intervest International, keeping pace with rapidly expanding technology for the insurance industry is only part of our service advantage. We do more for insurance companies and brokerages because we do everything with a personal touch.

Attention to Detail

Intervest offers state-of-the-art systems and experienced personal service for the daily operation, and expansion, of any insurance business:

  • Up to seven commission levels
  • Consolidated account statements
  • Direct deposit of commissions to managers and agents
  • Reliable order execution
  • Accurate reporting
  • Computer access, on-line account review (Pershing)

Compliance Services

Intervest's compliance experience and capability give insurance companies more time to concentrate on serving, and growing with, their clients and agents:

  • Proactive monitoring of SEC, FINRA, and state regulations
  • Maintenance of all associate registrations
  • Tracking of continuing education credits
  • Customized written supervisory procedures

Customized Product Portfolio

With Intervest, insurance companies can offer their agents a full range of the latest products without the risk of exposing their agents to another insurance or financial service source:

  • Mutual funds
  • Variable annuities
  • Variable universal life
  • Traditional insurance
  • Direct participation programs
  • Stock and bond trading
  • Investment advisory services
  • Wrap-fee programs

Marketing Services

Taking an insurance business to a higher level of profit and growth, without paying the price in time and overhead, is easy with Intervest marketing programs and support:

  • Coordinated wholesaler support
  • Custom marketing tools
  • Customized programs and services
  • Virtually paperless new business processing
  • Sales and marketing seminars
  • Due diligence visits
  • Tailored product offerings
©2001-2017 Intervest International Equities Corporation