Comprehensive Solutions
Comprehensive Solutions. Unmatched Support.
D&E delivers comprehensive marketing, sales, and administrative services to help BGAs, Advisors, and Client Employers succeed.
Sales Support Backed by Experience
We provide hands-on sales support to help you close more cases with confidence. From case design and client-ready presentations to strategic guidance and competitive product insights, D&E partners with you every step of the way, making selling our programs successful.
Rick and Jake Eskin’s combination of new and old school sales approaches provides strategies to handle any Client Employer request.
Case design Example 1
- Product: Protective® Executive UL
- Industry: Healthcare (Executives and Physicians)
- Number of insured lives: 104
- Client Firm Goal: Additional Insurance
- Plan Design: 3x salary less group insurance
Case design Example 2
- Product: Protective® Executive 10-Year Term
- Industry: Investment Firm (Stockholder Employees)
- Number of insured lives: 37
- Client Firm Goal: Corporate Needs; Keyperson/Buy-out. Owner is Client Firm, Insured: Stockholder Employees, Beneficiary: Client Firm
- Plan Design: Flat $1,000,000
Case design Example 3
- Product: Protective® Executive UL plus ECR
- Industry: Law Firm
- Number of insured lives: 150
- Client Firm Goal: Additional Insurance
- Plan Design:
- Class 1 – Associates: $500,000
- Class 2 – Non-equity Partners: $2,500,000
- Class 3 – Equity Partners: $5,000,000
Only National Administrator Providing Free Marketing
It often feels as though there are not enough hours in the day, which is why we provide free, customized marketing and sales support to help BGAs and Advisors connect with existing and prospective clients.
Whether you need co-branded materials or new campaign ideas, Katie Crawford brings over 10 years of marketing experience and deep product knowledge to make your outreach simple without extensive effort on your part.
Implementation & Administrative Support You Can Count On
We deliver administrative support from enrollment through ongoing plan management. With enrollment demos, sample announcements, and prepopulated online applications, D&E ensures a smooth experience — backed by clear communication and a dedicated account manager to handle ongoing new hires, salary updates, and terminations.
Let’s Work Together
We can help you customize marketing materials for your clients, provide training on the products, and support you during presentations to your clients.
