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income protection for life
We specialize in...
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disability insurance
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long-term care insurance
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and critical illness coverage
...so you don't have to.

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
MARKETING
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targeted prospecting
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shareable content
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co-branded campaigns
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contract analysis
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sales strategies
QUOTING
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prequalifications
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quick quotes
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plan recommendation
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presentation help
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product comparisons
APPLICATION
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in-person, by mail, via phone, or electronically
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use our in-house e-app for all CI, DI, or LTC products
PROCESSING
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timely updates for submitted apps
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status reports for in-force business
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continued correspondence
DECISION & DELIVERY
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policies issued electronically
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or by mail
ANNUAL SERVICING
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benefit reviews
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policy notices
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benefit changes
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increase opportunities
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and more
types of coverage
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