It’s that time of year again: Life Insurance Awareness Month!

We’re in the middle of Life Insurance Awareness Month and it’s moving fast. The importance of life insurance and what it offers can sometimes get lost in the hustle of the grind, and now’s a great time to talk with your clients about its opportunities.

Did you know there are approximately 106 million Americans who are underinsured or do not have life insurance?1 So not only are you leaving money on the table, but your clients might be leaving their loved ones vulnerable with their lack of preparation for life’s what-ifs.

Get more out of life
and be part of
something special.

We’ve got what it takes to help you apply the simplest to the most complex planning principles successfully. With our ability to craft strategies and solutions, we can make it easier to build your business by offering your clients more.

We understand the value of support, case design and sales ideas that can grow your practice. Our insight translates into bigger sales and better business.

Use Life Insurance Awareness Month as a great reason to reach out to clients to talk life insurance. How much do they need? When you’re on the phone with them, use this interactive tool to give them an idea of what could work for them.

Do a purposeful review of in-force policies. They benefit you and your clients. Performing these will show their strategy is working as it should or identify gaps.


Our partnership helps eliminates obstacles standing in the way of your success by leveraging our industry connectedness for higher closing ratios and satisfied clients.


Improve your practice and your bottom line while increasing efficiencies and unparalleled support can go a long way toward helping you achieve your goals.

Goals in Sight

Together we can turn your clients’ dreams into reality, as well as your own. Whether we can provide illustrations and case design, carrier or vendor coordination, or underwriting and new business support, our comprehensive service is at the heart of every interaction.

Meet the teams.

Let us be your advocate, communicator and executor to get the case through.

Meet the teams.

Let us be your advocate, communicator and executor to get the case through.

Let’s see what we can accomplish together.

Let’s see what we can accomplish together.

Exclusive products

Whether you need in-depth product details, case design assistance or sales ideas, we’ll provide the tools to help meet your clients’ financial objectives and efficiently manage cases in order to swiftly process your business.

Privacy Policy

We collect information based on your actions although it does not personally recognize you when you visit our website or those that we serve advertisements. We collect information from you when you register on our site or fill out a form. Your information is collected and used to improve customer service and help us effectively respond to your service and support needs.

Your information will never be traded, shared or sold.

The online privacy policy only applies to information collected through our website and not to information collected offline.

We do send periodic emails and your email address may be used to send to you information and updates pertaining to your needs for services you may be interested in. All of our emails use common email best practices and are CAN SPAM compliant. All of our emails contains easily opt out links in the footer.

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By using our site you consent to our privacy policy.

Our Privacy Policy was last updated on March 30, 2015 and if there are any questions feel free to refer to our contact page.