RALEIGH, N.C. – National Agents Alliance will announce it has added Phoenix Life as a new carrier during a special presentation on Saturday night at the company’s “Be Your Own Rock Star” Version 2.0 National Convention at the Raleigh Convention Center, President and Chief Executive Officer Andy Albright announced today.
Founded in 1851, Phoenix helps meet financial planning needs, from protecting people and their loved ones and businesses, to helping secure their retirement dreams through life insurance, annuities and alternative retirement solutions. As a financially strong and stable company with a history of keeping its promises and commitment to excellence in everything we do.
“We are happy with the carriers we have now, but we felt like it was a good fit to add Phoenix Life to our team,” Albright said. “We also added Baltimore Life and both companies have representatives at our convention in Raleigh this weekend. We’re excited about both those new partnerships.”
Chief Consulting Officer Jim Henson helped NAA develop the relationship with Biff Baker of Phoenix Life. Baker, who is attending his first National Agents Alliance event this weekend, said his company spent about eight months working out small details to offer products to suit what NAA wanted.
“It started with an email and I ended up finding NAA on a Google search,” Baker said. “We kept working on a product and changed it to where it was unique for NAA. The big product that NAA was interested in was our Index UL Phoenix Simplicity product. There are really three knockout questions and a quick database background check and you are done.”
Baker said a Web portal will be launched Saturday night for NAA agents to start using. Another product of interest to National Agents Alliance is its line of annuities.
Baker visited National Agents Alliance’s Burlington headquarters in November and toured the campus before meeting with Albright and Henson. Baker, who has been in financial planning for almost 30 years, said he came away impressed by what he saw and the people he met.
“It’s a very impressive campus first of all,” Baker said. “I was awestruck when I walked upstairs and saw what appeared to be a mini version of Silicon Valley there with programmers and a creative team plus huge televisions, ping pong, shuffleboard, air hockey and all that stuff. Then, I got to see the direct mail operations and it was clear to me that Andy’s engineering background had served him well.”
Baker said his company’s 160-year history should add to NAA’s already impeccable credibility.
“I’ve learned that you have to do the right thing by people in this industry,” said Baker, who has been with Phoenix Life since Feb. 15, 1995. “We love working with agents and producers to help them in the best way we can. Our team is very accessible and we are more than happy to help NAA with our products. NAA has an atmosphere where people work hard and have fun that we liked and we wanted to a part of that.”