Diversified Brokerage Services
Investment Advisor Platform
Providing Point of Sale and Back Office Services
CONSULTATIVE, UNBIASED SOLUTIONS
Life, Disability, Annuities & Long-Term Care Insurance
We are a consultative resource helping you deliver unbiased insurance solutions to help minimize your clients’ risk, maximize available planning techniques and complement your strategies, without diverting your focus. We are an extension of your team.
We work directly with you and your client to consult on insurance solutions and execute agreed-upon planning strategies on your behalf. We communicate on every aspect of the solutions we recommend and are fully transparent in our process.
We work with you to determine an insurance services model that best fits your practice, working alongside you during client conversations or as a case consultant. If you refer clients directly to us, we will show the care & personal attention your clients expect from you.
WEALTH ADVISOR FIRMS
We are uniquely positioned to help you uncover opportunities and provide support throughout the sales process. Having a case design team, coupled with an attorney on staff and in-house underwriters, we are able to provide all the back office support you need.
We Will Partner With YOU!
Understanding of Your Needs
Full Service Support
To learn more about our services – Click Here
The Ease of Doing Business
Obtaining client information is easy with our secure online questionnaires. They can be used to:
– Request a life, annuity, or disability proposal
– Gather health information
– Obtain data for an application
For Life Cases:
For Proposals & Illustrations:
Upload a File
Working on an Advanced Case?
BENCHMARKING ● POLICY REVIEWS ● STRESS TESTING ● COST ANALYSIS