Our Services

Over 25 years experience

Experience tells us, the best clients, are existing clients.  If we serve a client deeply, they typically will have multiple products or services with you.  They also will be an excellent referral source.  When was the last time you reviewed your existing book of clients?

Many of us fall into the prospecting rut.  We focus a lot of time and energy looking for the next client.  While this is necessary to grow over time, we find there are several opportunities with existing clients to discuss protection solutions.  Many times, both clients and advisors think of protection solutions only when clients are still in the asset accumulation stage.  Once your clients have satisfied their retirement goals, we find their protection needs may actually increase.  These needs now shift from income replacement to wealth transfer, tax planning, asset protection, and long term care planning.

Term Life

Term Life Insurance

Term Life
Key Man, Buy-Sell, Business

Business Insurance

Key Man, Buy-Sell, Business

Permanent Life Insurance

Variable, G/UL, Chronic Illness
Annuities

Annuities

Annuities
LTC / Linked Benefits

LTC / Linked Benefits

LTC / Linked Benefits
Policy Reviews

Policy Review

Policy Reviews
Disability Insurance

Disability

Disability Insurance
Leaving a Legacy

Wealth Transfer

Leaving a Legacy

Our Case Process

Your clients new policy will be designed with care to fit their specific needs.

Detailed Policy Design

Your clients new policy will be designed with care to fit their specific needs.
The application will be tracked from start to finish by our specialized and highly trained case management team.

Case Management

The application will be tracked from start to finish by our specialized and highly trained case management team.
Whether you prefer paper or electronic delivery, your assigned case manager will help you every step of the way.

Policy Delivery

Whether you prefer paper or electronic delivery, your assigned case manager will help you every step of the way.

Have questions that aren’t addressed?  Contact us!