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
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
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…..
PacLife’s PL Promise Term- NEW LOWER RATES….Now more competitive than ever for older ages!
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Pru introduces LifeInsight policy management tool
LifeInsight, Prudential’s new simple and intuitive policy management tool, makes accessing inforce policies easier than ever! Click this link …..
OneAmerica: Updated Joint Definition for Asset Care
Starting July 1, 2019, OneAmerica will define joint applicants for all Asset Care new business as legally married spouses, domestic partners…..
Protective Life: Are Your Clients Prepared for a Chronic Illness?
67% of surveyed consumers think combination life products are either too expensive or not affordable*. But how much more could a client
Mutual/United of Omaha: Jump on the Express
Our Express life insurance products offer simplified underwriting and application processes, which means policies are issued faster and you get paid quicker.
John Hancock: Live a Healthy Life and Save with Vitality Term
John Hancock Vitality Term protects your clients while also recognizing and rewarding them for living a healthy life. This unique
State Life/OneAmerica Updated Asset Care product coming in July
By January 1, 2020, all issuers of life insurance are required to reprice their products according to the 2017 CSO