Our “it” is to make
Financial Advisors a consistently better
resource for their clientele.
With over 30 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……..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; these organizations, and the networking opportunities they afford us, help us 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.
Recent News
Long Term Care Products Instructional Video
Three Broad Types of Insurance Protection That May be of Interest to Pay for Care.
Rapid Rater – the fastest way to term sales
Help your term sales keep up. Quote on-the-go anytime, anywhere with Rapid Rater. Out in the field? Get an instant
COVID-19 – Keep up to Date on Carrier Changes
AIG Good news in their recent update: For cases that were postponed due to upcoming international travel, they are able
Building Confidence in Times of Crisis
Learn from renowned performance speaker, coach, and author Dr. Elko on how to connect and communicate with investors during times
Increase Efficiency and Drive Profitability
Mark Wall & Company has partnered with ApplicInt to offer an online electronic Drop Ticket process for Term Insurance Sales.
American National
Would you buy the “cheapest term” or pay 3-4% more for: Living benefits, Excellent conversion options, and Excellent service without
American National Contest
Earn up to $2,000 Amazon.com Gift Card for life sales between 1/1/2020 and 4/30/2020.
Introducing a NEW Table Four to Standard Underwriting Program
It can be frustrating when a client, who thinks they are totally healthy, ends up rated Table C or Table
John Hancock’s Advanced Markets Blog
While long-term care insurance solutions have evolved over the years, the fundamental need for them has not. Consequently, there is