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income protection for life

We specialize in...

  • disability insurance

  • long-term care insurance

  • life insurance strategies

  • critical illness coverage

...and more.

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We work with you to protect your clients' well-built financial plans. Your client works hard for their income and they need a plan to keep it if they get sick or injured. Modern medicine will likely let someone keep their life; insurance can help them keep their livelihood. Here’s to being prepared—for all the “yets” in life.

our process

We can work directly with your client if you prefer to be hands-off or we can be your managing general agency if you're a licensed life & health insurance agent. We can help every step of the way, from determining which solution is best for your client (including educating them on why the coverage is important) to our streamlined, digital e-application process to policy delivery.

MARKETING

  • targeted prospecting
  • shareable content
  • co-branded campaigns
  • contract analysis
  • sales strategies

QUOTING

  • prequalifications
  • quick quotes
  • plan recommendation
  • presentation help
  • product comparisons

APPLICATION

  • in-person, by mail, via phone, or electronically
  • use our in-house e-app for all CI, DI, or LTC products

PROCESSING

  • timely updates for submitted apps
  • status reports for in-force business
  • continued correspondence

DECISION & DELIVERY

  • policies issued electronically
  • or by mail

ANNUAL SERVICING

  • benefit reviews
  • policy notices
  • benefit changes
  • increase opportunities
  • and more

types of coverage

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