BROKER DEALERS

INVESTMENT ADVISORS

INSURANCE

LITIGATION & EXPERT WITNESS

Insurance

Mainstay's Areas of Expertise Include:

  • Agency/Firm Audits
  • Agent Licensing
  • Business Development
  • Charitable Gift Annuities
  • Commission Split Arrangements
  • Continuing Education
  • Integration of Investment Advisory Services
  • Irrevocable Life Insurance Trusts
  • Litigation Support
  • Marketing Materials
  • Multiple Product Line Solutions
  • Operational Consulting
  • Product Line Management
  • Public Correspondence
  • Executive Search and Recruitment
  • Regulatory Reporting
  • State Registration
  • Supervisory Procedures
  • Training
  • Variable Annuity Switches
  • Variable Product Compliance
  • Variable Product Marketing
  • Work Flow and Systems Analysis

At The Mainstay Group, Inc., we offer solutions.