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
Cross Endorsement Buy-Sell
An Alternate Life Insurance Funding Solution for Buy-Sell Arrangements.More
LTC Video – Articulating the differences in products
Three Broad Types of Insurance Protection That May be of Interest to Pay for Care.
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 of chaos. See first-hand how building client confidence can strengthen your relationships and your business.
Increase Efficiency and Drive Profitability
Mark Wall & Company has partnered with ApplicInt to offer an online electronic Drop Ticket process for Term Insurance Sales. It’s an easy, streamlined way to submit your term insurance that you’ll find will increase your efficiency and drive profitability. Register today!
American National
Would you buy the “cheapest term” or pay 3-4% more for:
- Living benefits,
- Excellent conversion options, and
- Excellent service
without sacrificing financial ratings and responsive underwriting?
Shouldn’t you give your clients that option?
American National…featuring a broad portfolio of highly competitive life products:
- Signature Term (including ART)– AVAILABLE ON DROP TICKET
- Limited Pay and Signature Whole Life
- Signature and Signature Plus IUL
- Signature GUL – AVAILABLE ON DROP TICKET
- Executive UL
Be different!
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 D. Well, here’s some good news- from now until the end of 2019, cases that might normally be rated Tables, B, C or D will get a Standard rating from one of our favorite carriers……. Securian Table Shave TBLSHV-0819!
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 no doubt that helping clients plan for an extended-care need must be considered an essential component of any financial plan. John Hancock’s newest Advanced Markets’ blog post discusses long-term care planning trends and claims experience, and why now is the time to look at customizable LTC options with your clients.
Integrity Life: Will Their Money Last?
American men on average outlive their savings by about 8 years. American women by about 11 years.
You can address income these issues by….. turning client assets into reliable … repeatable … sustainable … and protected lifetime income. Click here to see how!
PacLife’s PL Promise Term- NEW LOWER RATES….Now more competitive than ever for older ages!
Pacific Life has repriced PL Promise Term Life Insurance to ensure that you have the pricing and underwriting advantages you….. need for clients ages 50 to 69!
Click the following link to see how great the new pricing is versus other carrier friends in the market PL Promise Term Reprice June 2019 Older Ages and Fluidless Underwriting [More Competitive] (15-47564-04) (1)