YOUR INSURANCE OFFICE

We Provide Insurance Solutions for Your Business, Executive, and Family Clients

Refer your clients to our experienced insurance team

Let Us Be Your Trusted Insurance Office

Outsource this function to our team where we help you deliver additional value to your clients

WE CAN PARTNER IN ONE THESE 3 WAYS:

1. Introduction

You introduce your client to our team and we'll handle:

  • Client Meetings

  • Design

  • Presentations

  • Underwriting

  • Policy Delivery

  • Keep you informed along the way

2. Collaboration

Initial 3-way meeting with us, yourself and your client for the purpose of:

  • Design

  • Presentation

  • Underwriting

  • Policy Delivery

3. Design

Our team designs the right solutions for your client and provides an illustration.

OR

You can access our platform and run illustrations as needed.

COLLABORATING PARTNERS INCLUDE:

Accountant

TAX SAVINGS & CASH FLOW

We show you creative solutions to save clients short-term and long-term income tax savings and improved cash flow.

Includes:

  • Certified Public Accountants (CPAs)

  • Enrolled Agents (EAs)

  • Tax Attorneys

  • Bookkeepers

Investment Advisors

PROTECT INVESTMENTS

We show you how to increase your AUM while providing clients much needed protection in their overall financial portfolio.

Includes:

  • Independent Wealth Managers

  • Independent Financial Advisors

  • Certified Financial Planners

  • Independent RIAs

  • Investment Wholesalers

  • Broker-Dealers

Attorneys

PROTECT ASSETS

You have put together a legal agreement for a business or family and the next step is funding the terms. We can help close the loop and put the right insurance in place.

Includes:

  • Estate Planners

  • Tax Attorneys

  • Business Litigation

  • Corporate Attorneys

  • Employment Attorneys

  • Divorce Attorneys

  • Elder Care Attorneys

Other Advisors

PROTECT BUSINESS

Whether it's a loan requirement, a risk management assessment, or other business or life event, we can consult and provide an appropriate insurance solution.

Includes:

  • Banks / Credit Unions

  • Chief Financial Officers

  • Other Lenders

  • P&C Insurance Producers

  • Mergers & Acquistion Advisors

  • Business Coaches

  • Executive Coaches

Our Team Specializes In:

LIFE INSURANCE

INCOME PROTECTION (DISABILITY INSURANCE)

LONG-TERM CARE INSURANCE

EXECUTIVE BENEFITS

GROUP EMPLOYEE BENEFITS (DENTAL, VISION, DISABILITY, TERM LIFE & WHOLE LIFE INSURANCE)

EXIT PLANNING

KEY-PERSON INSURANCE

BUY/SELL
LIFE INSURANCE

BUY/SELL
DISABILITY INSURANCE

BUSINESS INTERRUPTION INSURANCE (BOE)

CUSTOM QUALIFIED PLANS

ANNUITIES

GROUP WHOLE LIFE INSURANCE

GROUP CRITICAL ILLNESS INSURANCE
(SUPPLEMENTAL HEALTH)

...AND SO MORE