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About Us

Our “it is to make Financial Advisors a consistently better resource for their clientele. By doing that, we build meaningful, mutually beneficial and enduring relationships with the producers we work with.

We reinvest heavily in our business- both in our people and in our processes. We enjoy membership in, and invest time in, prominent industry organizations such as those show below. These organizations, and the networking opportunities they afford us, keep us fresh and innovative in critical areas such as product, underwriting and carrier relationships:

  • The Professional life Advisors Network (PLAN) is a national organization comprised of 36 prominent Life Brokerage Agencies across the U.S. who are dedicated to, and have experience in, assisting Financial Advisors (FA’s) at National and Regional Broker Dealers to develop and execute the Life Insurance and the Long Term Care Insurance planning portion of their practice.
  • The Risk Appraisal Forum (RAF) was founded as a Study Group in 1976 by a group of Independent Life Brokerage Agency principals who specialized in the art and science of impaired risk underwriting. Today RAF is comprised of the Principals from 15 Brokerage General Agents from across the U.S.. We host two meetings a year in which leading physicians and researchers in various fields of medicine update RAF members, as well as, Carriers and Reinsurer Underwriting Executives and Medical Directors who are invited to our meetings, on medical advances that are improving mortality and morbidity.
  • The National Association of Independent Life Brokerage Agencies (NAILBA) is the trade association representing Independent Life Brokerage General Agencies (BGA’s)

While any Brokerage General Agency can say “We give great service”, only producers knows for sure; we invite comparison.

Assisted Sales

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

Traditional Wholesaling

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Product overview that goes beyond pricing to include product differentiation  and provide Winning Concepts. In addition, we provide pre-underwriting assistance to assure realistic pricing expectations for your client.

New Business Operations

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

Advanced Case Design

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