Our Services
Over 25 years experience
We know that our best clients typically are existing clients. By definition, a deeply served client will have several products or services with you. When is the last time you reviewed your book of existing clients, and determined how many have multiple products or services with you?
Many times we focus the majority of our time looking for new clients and prospects. While this is necessary to grow over time, we find there are several protection opportunities within your existing client base. Most clients think of protection solutions ONLY when they haven’t accumulated assets. Once your clients have built up a portfolio of assets, their protection needs can actually increase.
Our Services
Term Life Insurance
Term Life
Business Insurance
Key Man, Buy-Sell, Business
Permanent Life Insurance
Variable, G/UL, Chronic Illness
Annuities
Annuities
Long Term Care
Long Term Care Insurance
Policy Review
Policy Reviews
Disability
Disability Insurance
Wealth Transfer
Leaving a Legacy
Our Case Process
Detailed Policy Design
Your clients new policy will be designed with care to fit their specific needs.
Case Management
The application will be tracked from start to finish by our specialized and highly trained case management team.
Policy Delivery
Whether you prefer paper or electronic delivery, your assigned case manager will help you every step of the way.