Our solutions protect families, businesses, and family businesses from the financial pitfalls of an unexpected death, injury, or illness.
We are third-generation income protection experts specializing in:
annuities
Because your client's most valuable asset is their
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COLLABORATION: Our senior insurance specialists work with you to present the best income protection solutions to your client via email or video call. Need a DI refresher or marketing pieces? We've got resources. Our white-glove approach allows you to be the objective third party while we answer any client questions.
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IMPLEMENTATION: Once a client is ready to move forward, our case manager jumps into gear to assist you and the client in filling out an application. With any solution, we can send a link to a proprietary digital drop-ticket experience, via Docusign if preferred, or we can send it the old-fashioned way--via PDF.
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MONITORING: Our experienced case manager, who will continue to update you on application and underwriting progress, will work tirelessly to get the case through. You'll receive updates as they come in and once the case is in force, our in-force specialist will correspond with you as needed.
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Ready to insure your clients' financial plans?
