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Our “it” is to make Financial Advisors a consistently better
resource for their clientele.

Who We Are

With over 40 years of experience in the industry, we understand the business and the issues that producers face.

Some of the best product, underwriting and advanced sales carriers in independent distribution are our friends and partners. Our product offerings include market leading insurers for Term, Fixed and Variable Universal Life Insurance…… Traditional, Linked Benefit and Hybrid Long Term Care as well as Immediate and Linked Benefit Annuities.

We reinvest heavily into our business- both in our people and in our processes. We enjoy membership in, and invest time in, prominent industry organizations such as The Risk Appraisal Forum and Professional Life Advisors Network (PLAN); these organizations provide us with education and networking opportunities to stay up to date in critical areas of our industry – product, underwriting and carrier relationships.

We will appreciate an opportunity to earn your business.

Our Capabilities

In-Person and On-Demand expertise to identify, create, and propose Insurance based solutions tailored to your client’s needs.

Product overview that goes beyond pricing to include differentiating products and Winning Concepts. We also provide pre-underwriting assistance to assure realistic pricing expectations for your client.

Efficient case management to facilitate timely case approvals at the best underwriting classification possible.

Insight and product expertise to develop and deliver new and cutting-edge case design.