We partner with advisor firms to expand their offerings and provide a holistic view of their client’s financial situation. In return, our partners have seen an increase in their life insurance revenue. From identifying client needs and developing illustrations to submitting applications and tracking policies, our team is uniquely qualified to support your team from start to finish.
Audits provide a comprehensive evaluation of a current policy to determine if the coverage still matches the policyholders needs.
We support your team with our tactical marketing approach to making customized, branded presentations for your clients.
We simplify underwriting with our Life Made Simple Process. Fill out a one-page data profile on you client and we take care of the rest.
Our policy tracker ensures that we can provide you with immediate access to your policies sorted by client or carrier upon request.
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