Our team works with advisors in five specific areas:

Training and Coaching
Custom Case Design
Point of Sale
Underwriting and New Business
Products And Carriers

Supporting Your Business - Point Of Sale

Dixon Wells is there to assist you with client meetings, advisor meetings, and explain solutions to your client.

For example, on numerous occasions, Dixon Wells provided point of sale support that resulted in a win/win situation for all parties involved:

  • The insured experienced significant premium savings while eliminating stress from an incorrect policy from a previous sale.
  • The broker's value to the client was greatly enhanced, while earning significant revenues for his firm
  • What's right for the client, is also right for the broker, and Dixon Wells.

During point of sale presentations, the staff at Dixon Wells is committed to enhancing and preserving not only the clients wealth, but also enhancing and preserving the broker/client relationship.



This site is for insurance/financial professionals only, and is not intended for the general public. Stephen M. Grice is an OSJ Branch Manager for
Transamerica Financial Advisors, Inc. (TFA) Member FINRA, SIPC & Registered Investment Advisor. TFA is not affiliated with Dixon Wells.