We offer client solutions for life insurance, long-term care insurance, disability insurance and fixed annuities. Plus, our underwriting expertise allows us to create custom solutions for your clients.
COMMISSION AND FEE-ONLY
Our solutions allow fee-only advisors to offer insurance without compromising their fiduciary ethics. Commission-based products are also available.
We represent over 25 carriers to give you access to the top carriers in the marketplace, and our experienced annuity department features more than 20 carriers.
We provide hands-on support for you and your staff, assisting with sales, commissions, carrier appointments, licensing and more. We develop a true partnership beyond a standard transactional service.
TRANSITIONING ADVISOR SUPPORT
We provide hands-on support for you and your staff to transition your current insurance and annuity book of business.