7.
“Moving to Signal is the best decision I've made. I'm on pace to double my business, even in this uncertain environment.”
Robert Smith
Founder, RCS Wealth Management
“Every top advisor should be considering this.”
Janie Kelly
Managing Partner, Kelly Capital Partners
“The opportunities here for top advisors are unparalleled. From peer-to-peer coaching, truly innovative technology, to the thoughtful team behind Signal Advisors, partnering with Signal is a no brainer.”
Dave Boike
Founder, Retirement Resources
“Your software has changed the way we run our business and saved us 20 hours per week.”
Rex Russell
Advisor, Russell Wealth Group
We’re partnered with 25+ carriers
7 innovations we've made by listening to advisors.
Them
Us
6.
1-Click Annual Reviews
Them
Stop jumping from one carrier website to the next, jotting down inforce policy information.
Us
With 1-click in the Signal platform, create a client-facing policy summary and carrier statement.
5.
Inforce Policy Management
Them
Your client's policies collect dust in a filing cabinet for years, even though their needs and goals may have changed.
Us
Simply upload your policies and we will help to ensure your clients are in products that continue to meet their financial objectives.
Trusted by top advisors.
"Signal’s inforce system helped me to write 5M in new annuity business, and I feel confident my clients are in a product that still fits their needs. Now I’m able to offer another level of service to my clients while growing my business.”
Zak Steinhandler
Founder, Steinhandler Wealth Advisors
"The peer-to-peer coaching model is genius. Top advisors (coaches) get new revenue; coached advisors (players) get top-notch strategy. It’s the ultimate win-win."
Caleb Collier
"You guys are the new standard for service in financial advisory."
Rex Russell
Advisor, Russell Wealth Group