Sales Ideas

Notices

Mandatory Annuity Training Update

All annuity products now have specific product training, but did you know that each state has their own requirements to sell these products? If you would like to know what requirements are in effect for your state, click here for a complete list. If you are planning on selling an annuity, be sure and check what training is required BEFORE taking an application. If you don’t, you will have to start over which can be a real problem especially if you are ready to submit with case. Just ask me how I know….

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Welcome!

Welcome to our newly designed website! In order to access the member section, you will need to re-register. Please click on the Register link above.

How to Register

How Important is it To Leave 401K levels Alone?

As we await details on tax reform, it is important to pay attention to those issues that will affect us, our business, and our clients.

NAIFA’s purpose is to do just that. They are in the trenches looking out for our interests and whether you belong or not, are benefiting from those efforts.

Check out the latest video from NAIFA that addresses the impact and importance of being an important voice in the tax reform debate.

What Our Clients Are Saying

The purpose of this letter is to communicate my sincere appreciation for the extra effort put forth by Upstate Special Risk. I have been dealing with Upstate for over 20 years and it has been my experience that when a company, like Upstate provides quality service of the highest caliber, they tend to be the competing organization I seek to place my business. As all the people involved are true assets to the organization, I commend Andy Kalinowski for the value these special individuals provide to my Agency. Based on the service I’ve received from Upstate Special Risk, I will not hesitate to recommend your organization to all of my business associates.

Andrew J Fazio

Andrew J Fazio

President, Fazio Insurance Agency

I have been associated with Upstate Special Risk Services as both a company representative and independent agent for over 18 years. They have the most competitive companies, knowledge of the products and advanced markets, and backroom support to make it easy for me to write business. They’re #1 in my book!

Dennis Chmiel

Dennis Chmiel

Producer

Ever since I have made the move to Upstate our Life and Disability production has quadrupled. We aren’t doing anything different but they are. Instant on line term quotes. Rock solid advice and markets for the harder to place risk. Superior support and knowledge. All of this allows me and my staff to feel 100% confident asking our clients for the business knowing that we will get great rates, fast turn around and phenomenal support. Thank you Andy and all the team at Upstate.

Steve Desino

Steve Desino

President, Pinnacle Insurance Agency

Our firm has partnered with Upstate Special Risk for the past several years to fulfill our clients’ insurance needs. Our experience has been positive in every way. Each individual with whom we have had contact has been professional, caring and has provided prompt service. We are kept informed as to the status of each case and receive phone calls or emails with updates. We could not be more impressed with the attention we are given. We highly recommend Upstate Special Risk for all of your insurance needs.

Judy Janesh

Judy Janesh

Producer

Upstate Special Risk Services offers prompt, friendly, professional services for my life insurance clients. I especially appreciate the regular follow ups to let me know how the applications are progressing. I have done business with USRS for years and am very happy with the services they offer to my agency and my clients.

Scott Greene

Scott Greene

Producer