Our Elite Members
The Peloton Members
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Only the elite. Peloton members are invited into the powerful synergy of shared market intelligence, best practices, technologies and systems.
Subsequent gains in efficiencies, offerings and capabilities, through effective business building, elevate their performance as a group, and help them compete and thrive as independent entities. We call this the Synergies of Success.
3 MARK FINANCIAL
3 Mark Financial is a national, operations-centered marketing organization dedicated to delivering quality insurance and financial services to the marketplace, while creating substantial and lasting value for everyone involved.
3 Mark Financial brings the tools and resources needed to build one of the nation's finest networks of individual insurance and financial service professionals. Through a balanced program of sales development and growth through affiliates and acquisitions, 3 Mark Financial is uniquely positioned for success.
Our membership with Peloton is a very strategic and beneficial piece in our business capabilities, and a key component towards achieving business success in 2009 and beyond.
– Jerrell G. Clay, Chairman/CEO
For more information about 3 Mark Financial, please visit our Web site at www.3mark.com.
ADVANCED IMAGE DIRECT
Advanced Image Direct is the Western USA's premier print production facility, housing one of the largest print and direct mail operations in the USA. AID is the print production environment for many Fortune 500 company's, and for thousands of small and mid-sized businesses across North America.
As a market leader, AID has deployed and integrated the latest print imaging equipment and direct mail personalization solutions available to enhance our customers' ability to create new leads, and to connect with their customers by creating a seamless end-to-end, new generation, direct mail processes. AID allows highly personalized one-off mail pieces to be delivered in many cases next day to customers addressing their front-of-mind business needs.
AID's exclusive development of Cloud2Mail, leverages cutting edge technology in marketing, CRM, printing, the web and mail – to create a process that combines the ease and convenience of e-mail with the power and personalization of real mail.
As a lead generator, AID's solution is unprecedented. Our clients telemarketing operations, sales force or marketing department will create ‘mail’ using the Salesforce CRM interface or CRM &lsquoCloud,’ where individual users can launch a single mail piece – or millions – with a few mouse clicks on the Cloud2Mail web interface. The resulting mail piece is usually out the door within a day, featuring a live First-Class stamp and a USPS Intelligent Mail Barcode (IMB). An IMB allows our clients to ‘track’ the mail creating the ability for timely business development follow-up.
As one of the USA's largest direct mail operations, Advanced Image Direct continually strives to find ways to enhance our client's ROI while expediting direct mail processes to ensure timely deliverables with our effective print-on-demand methodologies. Our valuable market expertise and experience helps us to deliver the best ‘out-of-the-box’ production solutions for existing formats while always providing a fresh look at new approaches in the best interest of our diverse client base. Some of these areas of expertise include:
- Print, Production and Project Management
- Business Process Improvement
- Productivity Enhancement
- Technology Assessment and Implementation
- Financial, Technical and Commercial Market Experience
- Multiple Platforms for Personalization
- Web Based Project Management Disciplines
- Direct Mail Guidelines and Design
- Logistics, Support and Warehouse Management
We are delighted to be early members of Peloton. We are committed to working closely with an elite group of organizations within the Insurance and Financial Services industry to provide innovative solutions and lead generation capabilities towards helping to grow the individual member companies. Additionally, it is our hope to create greater value towards growing the industry through new offerings.
– Perry Wilson, Vice President of Sales for AID
For more information about Advanced Image Direct, please visit our Web site at www.advancedimagedirect.com
BRILLIANT BLUE
Brilliant Blue is a dynamic, new media marketing agency – delivering fresh ideas, growth strategy consulting, best-in-class brand building, creative and advertising, web, interactive, technical database/enterprise platforms, and full agency support – to help our clients create growth for their businesses.
Our world class capabilities and support services help our clients be best in their markets by connecting and interacting more successfully with their customers – in today's cluttered, highly competitive world.
We work with clients in multiple industries including the insurance, financial services, real estate, banking, health and medical, consumer packaged goods, and several other markets.
Complete tools for high performance growth for our clients businesses.
‘Best in class’ means having access to the resources, capabilities and experience to become a market brand leader. Success in business is about ‘actually achieving’ your business goals. The true advantages of Peloton are about the power of these smart organizations working together, who mutually understand the market, and the market needs. Peloton demonstrates that trusted high performers working together, can actually create a higher mutual level of business performance, than individual entities working independently. This is Peloton.
– Peter Ashworth, CEO
For more information about Brilliant Blue, please visit our Web site at www.brilliantblue.com.
CONTINUUM
Cyber criminals hacking into systems of legitimate businesses. Natural Disasters. Disgruntled employees threatening their-co-workers. Embezzlements. An alphabet soup of compliance laws and regulations. Frivolous lawsuits.
The operational risks facing organizations data can be mind-numbing, but Continuum Worldwide is here to help. Continuum is engaged in many phases of the information security, physical security, and compliance lifecycles, and offers best-in-class solutions for companies, educational institutions, government agencies, and non-profits. Utilizing more than 150 years of experience and training, Continuum's professional staff is both a business partner and trusted advisor to clients, strengthening their competitive advantage and protecting their people, assets, brand reputation, and business operations.
Continuum's solutions include Corporate Security Consulting (physical and data security), Investigative Services, Digital Forensics, Workplace Violence Prevention, Employment Compliance, Payment Card Industry Services, Operational Risk Management Analysis, Business Partner Assurance, Legal Technology Consulting, Electronic Discovery, Paper Discovery, Business Document Solutions, and Disaster Recovery.
In our highly competitive industry, Continuum's ability to effectively grow its brand will determine its sustainability, growth rate, and value. The purpose of our affiliation with Peloton is to create overall success by leveraging the effective capabilities of the members. At Continuum we see a definitive upside for ourselves in leveraging the core groups&rquo; strengths by aligning marketing efficiencies, power, and strength as a whole.
– Cheryl Jones, President
For more information about Continuum Worldwide, please visit our Web site at www.continuumww.com, or contact us at info@continuumww.com.
CPS INSURANCE SERVICES
CPS Insurance Services has been a leader in the Life Insurance Brokerage Community for over 35 years. CPS is a values driven business with a balanced approach to growth that emphasizes integrity and service to all of its stakeholders. Its employees, its brokers and their clients, along with its carriers and vendors, are all considered partners, and are all treated with equal respect. CPS distributes nationally through a network of affiliate marketing offices, and is able to meet the needs of all its clients by employing dedicated teams of life, annuities, long term care, disability income, and variable securities specialists.
CPS Insurance Services is dedicated to building and strengthening meaningful relationships with financial professionals, making it possible for them to plan for and secure their clients' futures.
As an elite organization, Peloton offered CPS considerable opportunities in multiple business aspects. Our expectations have more than been met, working with a high performance team to create new paths towards market success.
– Peter Holden, CEO
For more information about CPS Insurance Services, please visit our Web site at www.cpsinsurance.com.
FIRST SUMMIT FINANCIAL
First Summit Financial is a well established, national organization, providing comprehensive services and support to independent producers, general agents, marketing organizations, trusted advisors, and other professionals in the insurance and financial services industries.
Recognizing the importance of providing complete financial services, First Summit Financial represents many of the nation’s highest rated, financially sound insurance companies.
We strive to maintain leading-edge concepts to provide successful solutions for all insurance and financial services needs, including Case Consultation, Case Design and Implementation, Complete Software and Proposal Support, Advanced Sales Support, Business Continuation Planning, Executive Compensation and Employee Benefits, Qualified Plans, Small Business Retirement Planning, Wealth Accumulation, Estate Tax Analysis, Qualified Plan Distribution Analysis, and more
Our growth, reputation, and many successes over almost 30 years, have enabled us to invest in the highest caliber professionals and technologies - allowing us to serve our clients effectively and efficiently as an industry leader.
“After almost 30 successful years in business, we recognize the critical importance and advantages of working with an elite group of experienced professional organizations such as Peloton. First Summit enjoys the powerful synergy of shared market intelligence, ideas, collaboration, and best practices.”
– William Pickering, President & CEO
For more information about First Summit Financial, please visit our Web site at www.firstsummitfinancial.com
OUTSELL CONSULTING
OutSell focuses intensely on being the best management, sales and customer service training and consulting firm anywhere, at any price. Ten of the Fortune 50 companies are clients of OutSell.
OutSell works with high-performing sales and customer service companies across many industries. The firm has developed a specialty in the insurance and financial services industries where they have partnered with elite companies including CPS Insurance Services, Morgan Stanley, Aon, Bank of America, and AMIG. OutSell has delivered over 18,000 training events around the world and trained thousands of executives, sales professionals, customer service reps, and managers to help them improve performance, enhance the customer experience and increase company results.
Every OutSell project is focused on improving the customer experience by helping its clients manage performance in a more effective way, and implementing management best practices that generate continuously improved performance. The end result is that OutSell clients learn how to create loyal and profitable clients for life.
In October, 2008, OutSell released Silver Bullet Selling, its second National Bestseller. This book culls insights from over 30,000 pages of notes from interviews with and observations of over 6,000 top performers in multiple industries including insurance and financial services. OutSell is excited to be accepted as a member of Peloton, and OutSell President, G.A. Bartick will be personally involved with Peloton members helping them and their organizations increase their bottom line by providing best-in-class consulting.
At OutSell, we believe world-class performance is typically an end result of core habits and fundamentals that are committed to, implemented, and followed-up on. Peloton is this type of organization and we are very pleased to be a part of it as we draft for success in the Peloton.
– G.A. Bartick, President
For more information about OutSell Consulting, please visit our Web site at www.outsellconsulting.com or call G.A. directly at 858-759-5306.
RJL INSURANCE SERVICES, LLC
RJL Insurance Services provides independent insurance services to financial advisors and individual investors. RJL Insurance Services is a division of RJL Wealth Management, and works with insurance providers nationwide to offer a diversified portfolio of insurance products and services, including life insurance, long term care insurance, disability insurance, equity indexed annuities immediate annuities, and fixed annuities.
The knowledge that RJL Insurance has gained in its insurance services comes from more than 24 years working closely with thousands of individuals across the USA towards wealth management, and the understanding of real peoples needs aligned with the best products and services from of the top insurance and financial services companies in the world. This considerable experience allows us to provide our clients with the guidance and high-quality insurance and wealth management performance they expect. Our solution-focused commitment to meeting the unique needs of our clients assures the delivery of the most innovative insurance products, services, and thinking in the industry.
RJL Wealth Management, the parent company, is a 24 year old, nationally recognized independent financial planning firm providing wealth management services for more than 8,000 clients nationwide. Their core capabilities include retirement income planning, asset management and portfolio design. Wealth Management services include; Financial Planning Services, Buckets of Money – Strategy, Small Business Planning, Tax Planning and Investment Management.
Being able to work with a truly performance based organization such as Peloton Global, gives us considerable advantages and new opportunities to grow RJL Insurance Services.
The strategic insight, knowledge, and direct access to extensive market capabilities and resources from best-in-class providers is very advantageous to us, and the ability to innovate and lead the market in these challenging times is opportunistic for RJL. We look forward to collaboration and creating positive influence within the industry as a whole.
Numerous insurance and related providers will allow us to constantly scan the marketplace to locate insurance vehicles that we feel are best in class.
– Terry Keyes, ChFC – President of RJL Insurance
RJL Insurance Services is a branch of the RJL Wealth Management firm.
For more information about RJL Insurance Services, please visit our Web site at www.rjlinsurance.com.
SUPERIOR MOBILE MEDICS
Superior Mobile Medics is a leading nationwide mobile medical exam company specializing in examinations for life and disability insurance policies. With a superb reputation and business throughout the Continental US, Alaska, and Hawaii, SMM operates from one central location to provide a wide range of services to their clients. All exams are ordered, assigned, and processed through one office to help the SMM team achieve their ultimate goal of customer satisfaction. Their service includes a dedicated support team led by a personalized account manager, online resources, and quality review on all completed exam requirements.
Some SMM services include:
- Mobile and non-mobile parameds.
- Mobile and non-mobile medical doctor exams.
- Board certified doctors.
- Exam procedures such as EKG, blood draws, blood pressure, health history, weight, height, hip, and waist measurements, pulse, saliva collection, treadmills, TVC, Urine, X-Rays, and more.
SMM values their commitment to serve the insurance industry and takes security, responsiveness, modifications, and time into consideration when dealing with their customers. SMM offers a state-of-the-art online service, making it easy for clients to order exams, check status updates, and download completed exams from the secured Web site.
At SMM, we are excited about our new initiative to grow our exposure within our industry and look forward to the opportunities that are available to us as a part of the Peloton Global group. We strive to bring the best solutions for success and commitment to the Peloton member companies and their clients. Our vision is to become the best nationwide exam service and we are dedicated to having a long lasting positive relationship with our clients.
– Melanie R. Carter, Chief Operating Officer.
For more information about Superior Mobile Medics, please visit our Web site at www.superiormobilemedics.com.
USA FINANCIAL
For over 20 years, USA Financial in Ada, MI has been providing turnkey financial marketing and business building solutions for financial advisors across the country. Focusing on three achievements, USA Financial helps advisors by first – communicating with prospects, secondly – managing each client's investable and insurance assets, and lastly – growing their practice through the use of compliant tools and trust.
USA financial understands the complex nature of the financial industry and is a tightly knit organization with an experienced staff dedicated to finding innovative solutions.
A Wonderland For Advisors
When partnered with USA Financial, professionals are presented with the best wealth management strategies and tools available within the industry. Offering a ''Wonderland for Advisors," USA Financial unifies all the crucial regulatory corporate elements under one roof with four important components for partnering with advisors.
These components include:
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USA Financial Securities® |
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is an independent broker dealer and SEC Registered Investment Advisor providing independent registered reps and investment advisor reps with innovative investment management technology platforms and tools. |
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USA Financial Distribution® |
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is an independent insurance marketing organization and field marketing organization that builds business across all carriers and product lines, offering a full array of annuity, life, and LTC advanced sales support. |
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Portformulas® |
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is an SEC Registered Investment Advisor firm that provides turnkey asset management services to independent registered reps, investment advisors, and stand alone Registered Investment Advisors using Formulaic Investing™ strategies. Also, a patent pending feature called RAM® which monitors leading economic and market indicators to help determine client asset allocation is offered. |
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Plug-N-Run® |
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represents a collection of proven successful compliant marketing and technology solutions with coaching and consulting for advisor advancement. |
USA Financial helps shape a dynamic business model for the betterment of each advisor's overall practice through offering services such as business development and case design, coaching and consulting, strategic planning and corporate advancement. By maintaining unparalleled relationships and solving pressing issues through these four components, their advisors have a competitive advantage allowing them to surpass the most difficult hurdles.
“At USA Financial, we have a dedicated staff and a strong track record of rapidly building business. We offer excellent marketing, distribution, and consulting services within the financial industry. We look forward to sharing resources and gaining positive exposure through our membership with Peloton.
– Mike Walters, Chairman and CEO and Brent D. Enders, President, USA Financial.
For more information about USA Financial, please visit our Web site at www.usafinancial.net.
