Every Plan Starts with Protecting what You Have
Our dynamic life team can help you plan the initial and ongoing client assessment and evaluate needs; negotiate and coordinate with vendors and carriers and implement a case management plan with ongoing monitoring to ensure quality and appropriate product delivery. Providing turn-around times and placement ratios higher than industry standards, our experts can assist you with:
-Life quotes (term and universal life comparisons)
-New business processing and tracking
-Impaired risk placements
-Case analysis and design
Our world-class staff is ready to assist you with cases ranging from the basic wealth transfer case to the advanced estate planning and premium finance scenarios. We work with more than 20 top-rated life insurance carriers and offer a full range of life insurance products.