How We Serve
an end-to-end partnership for your success
In-House Underwriting
Chief Underwriter Lori-Anne Walker leads the team for top-notch underwriting support. With a thorough understanding of both medical and financial underwriting, they’ll act as your clients’ advocate and effectively negotiate with carriers to best position your cases.
Advanced Markets &
Business Development
Our unique, consultative approach offers hands-on expertise with underwriting negotiation and concept evaluation to secure your sale. We’re proud to be one of the only BGAs to house a chief underwriter and full underwriting team, as well as an advanced sales attorney that’s one of the best in the business.
Complex tax and legal questions often arise during the implementation of a life insurance solution, so our in-house attorney, Terri Getman, J.D., CLU, ChFC, RICP, AEP (Distinguished), will work closely with you, your Case Design Analyst and Case Manager to design competitive solutions for your complex cases.
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