A life insurance brokerage general agent for 34 of the most prestigious life insurance companies in the world, our goal is to provide the most efficient purchase of life insurance for agents and clients.

OUR STRATEGY

  1. Investing in the most sophisticated and professional customers
  2. Providing medical underwriting expertise that matches the consumer risk profile with the insurance company need
  3. Designing concise product and strategy solutions on a 1 page, client friendly presentation
  4. Staying aware of emerging legislative and insurance company trends
  5. Building senior management relationships with insurance carrier partners

OFFICE SUPPORT

  • Agent Licensing
  • Product and Carrier Selection
  • Advanced Planning Case Strategy
  • Client Ready Presentations
  • Purchasing, Reading, Interpreting, of Attending Physician Statements
  • Case Management, Gathering of Requirements, Interfacing with Carrier
  • Placement of Policies
  • Servicing of Policies to Include Automated CRM Policy Review at Anniversary
  • Commissions Reconciliation and Payment to Agent

Accolades

Sales Idea Lab Championships

Regional
(2) John Hancock
Met Life/Brighthouse
Symetra
Protective
Lincoln Financial
Global Atlantic
Prudential (BGA Symposium)

National
(1) Top Year-Over-Year Core Carrier Life Sales Growth
(1) Runner Up Year-Over-Year Core Carrier ABLTC Sales Growth
(3) Advantage Insurance Network 1st Place
(3) Advantage Insurance Network 2nd Place