How We Serve Financial Profesionals

Your Life Insurance Architects

We are your life insurance back-office. Our firm helps agents write more life insurance in the business owner markets. For the advisors we work with, we provide 3 things:

  1. Expertise in the small closely held business owner markets – advance planning and experience.
  2. Branded and customized point of sale presentations – advanced concepts are hard to understand, we have simple proposals.
  3. In-depth knowledge of life insurance – intimate understanding of the application and usage of life insurance

Our staff has 100+ years of combined experience in the life insurance industry, including both case design and underwriting. Let us handle the logistics so you can focus on what you do best, while utilizing your time more efficiently and effectively.

We Help Advisors Sell Life Insurance Strategies

Solve your clients’ complex problems with easy-to-understand solutions. By partnering with Advisor’s Resource Company, you will have access to turn-key life insurance proposals for strategies including:

  • Life Insurance Retirement Plans
  • Split Dollar
  • Executive Bonus
  • Estate Plans
  • Legacy Plans
  • Key-Person Strategies

Our Process:

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