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

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
Long Term Care Insurance

Long Term Care

Long Term Care Insurance
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!