The S.W.A.T. Unit, Bell & Associates Marketing Team

The SWAT Unit is a unique marketing team dedicated to positioning your practice as the premier provider of tax advantaged insurance products and services in your market. The SWAT Unit works like your own research and development team, seeking out the most competitive products, tax advantaged indemnification and income solutions for our front line producers.

The SWAT Unit stays linked to several carriers advanced sales and tax specialist teams to keep you fully informed on a variety of issues that can affect your understanding of planning strategies and tax items that can impact the design of estate, business succession and retirement income modeling. The SWAT Unit maintains a strategic alliance with a national underwriter who acts as an impaired risk liaison back to the carriers and reinsurance.

The SWAT Unit has assembled “The Product-Line Menu” featuring an inventory of the most competitive; tax advantaged insurance products with carrier due diligence evaluation that includes ongoing surveillance of carrier rating services, carrier down grade monitoring, carrier summary balance sheets, policy provisions and riders.

The SWAT Unit is trained in multiple carrier software proposal systems that can illustrate the best premium or supplemental income scenarios. In addition, The SWAT UNIT offers competitive spreadsheet analysis of term and universal life quotes with side by side policy provision comparisons. During business hours, The SWAT Unit is dedicated to “live” high touch response, not high tech “low service” voicemail.