Technology and Support
Freedom 55 Financial ensures you have access to the integrated technology you need to run your life insurance business with with Freedom 55 Financial and your mutual fund business with Quadrus Investment Services Ltd. Backed by the expertise of a technology support team, we have software and services to help you track activities, manage your client base, conduct needs analyses and build financial security plans for your clients. Our computer-based tools allow you to show clients how a well-balanced financial security plan can help them achieve their goals.
Our suite of business management and productivity enhancing products includes:
- Convenient access to client information
- Complete needs-analysis software
- Investment Voyager™ for investment asset allocation
Our goal is to provide you with the support you need to be successful. At Freedom 55 Financial we surround you with quality coaching and support so you can focus on building client relationships and growing the equity of your business.
Here’s the valuable support you’ll receive:
- Professional training on financial security planning processes, including mutual funds
- Professional development on entering new markets
- Professional development courses
- Local leadership and coaching
- Access to product manager and specialist expertise
- The guidance and coaching of a field management team
- An office space program
- A marketing support program