We offer insurance agents and financial advisors “one-stop” access to a broad spectrum of insurance products from a large spectrum of insurance carriers. We offer a full range of support resources to assist in properly integrating the insurance product into the overall financial or estate plan. These support resources include:

  • Proposal capability covering a broad range of tax, deferred compensation, business continuation and estate planning issues and strategies;
  • Experienced and proven local “point-of-sale” support at no cost. This enables us to provide a team selling approach with a salesperson and advanced planning attorney;
  • Comprehensive sales and marketing support, product carrier competitive analysis, in force policy review, advanced filed underwriting and policy owner support services following the purchase.
  • Specialty Concierge Underwriting for Large Case Processing