Resources for Insurance Advisors

Access guides, tools, and insights to help you better serve clients, structure cases, and stay up to date with industry trends.


Resources

The things you need to run your business more efficiently.

Book cover reading “Top 5 Questionnaire Bundle” with text: “Digital fillable forms. Simple to complete, easier to submit.”

Top 5 Questionnaire Bundle

The most popular questionnaires you'll need to find the right products for your clients, each fillable online and able to be quickly emailed back to us.

3 Mark Financial logo with blue icon and text on a white background

Access our processor, 3MARK.

For additional tools and more.

SmartOffice logo with “Powered by Ebix” in black and blue text

Access the SmartOffice Portal.

Your site for life insurance & annuity case management.

Need Help Finding the Right Resource? 

Frequently Asked Questions

  • What kind of resources do you offer?

    Educational content, product insights, case studies, and industry updates.


  • Are your resources free?

    Yes — available to all advisors working with Titan.


  • Do you offer training materials?

    Yes, including webinars and guides.


  • How often is content updated?

    Regularly — as market trends and product updates occur, notices are sent out proactively.


  • Can I use your materials with my clients?

    Yes — contact your dedicated Titan Sales Manager for client-compliant resources tailored to the case opportunity you are pursuing.


  • Do you provide marketing support?

    Yes — Titan employs a consultative approach to the marketing needs of our clients. We introduce the necessary third-party expertise as well as internal insight to help each client design a marketing strategy pointed toward their respective goals — consistent with Titan's commitment to creating and implementing customized solutions for our clients.


  • What topics do you cover?

    Life insurance, annuities, disability insurance, long-term care insurance, retirement strategies, and industry trends.


  • Can I request specific resources?

    Yes — we can create or source materials based on your needs.