An objective and unbiased resource for you to rely upon when it comes to supporting your client's insurance needs.
About Us
We provide high level insurance information and resources to enable advisors to serve their clients in the best way possible.
Our Philosophy
You, the advisor, are our client. With our resources and expertise at your disposal we are essentially providing your firm its own Insurance Department without the need to build your own staff. This allows you to continue doing what you do best with your client, and at the same time enhance your value and offerings by being their insurance resource.
Our Process
We use our industry connections, underwriting resources, pricing data, and creative design ideas to support your practice. We provide policy reviews, illustrations, applications, case management, and anything else you need to effectively serve your clients as their insurance resource.
Serving your clients well includes how you guide them in their insurance needs and choices.
Policy Audits
A good audit helps protect you and your clients from owning policies that are mispriced, out of synch with their intended purpose, underfunded, or even no longer needed.
Life Insurance Pricing and Design
When your client needs to acquire new coverage, you want to make sure that your client is buying coverage that is the right type, with the optimal structure, and at a competitive price.
Underwriting Assessment and Advocacy
In many situations, pricing can be significantly impacted by the way a carrier treats a specific medical profile. We can help you discover a client’s insurability and help find those companies which will treat that client’s situation most favorably.
Premium Financing
For wealthy clients, premium financing can make tremendous sense. We can help model the transaction, find a lender, and coordinate the coverage.
Accumulation Strategies
Both corporations and individuals can take advantage of the tax features of life insurance to help accumulate funds on a potentially favorable basis. When the tax savings are greater than the insurance costs, this can become a winning strategy.
Quick Quotes
Some advisors would prefer to simply find out what life insurance should cost for a healthy client. Our quote service is quick and simple.
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Our Team
Learn more about our amazing team of professionals.
