Life

it’s about who you know

If you’ve struggled to find just the right support in handling everything from underwriting assistance and illustrations to contracting services and commission questions, let us show you what you’ve been missing. We’ve got what it takes to help you apply the simplest to the most complex planning principles successfully for even your most discerning clientele. What’s more, you’ll have a great time accomplishing more than you thought possible more efficiently than ever before with us on your team.

Rock-SolidFoundation

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

ExpectExcellence

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

GoalsIn 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.

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Streamlined Sales Concepts that Drive Sales

Join us for 10-minute bi-monthly webinars on relevant, informative and product agnostic strategies that drive sales … built with you in mind first. Power 10 includes savvy sales ideas for cases we’re currently designing and processing. More importantly, our colleagues are placing cases with these. Click here to see what we’ve been up to or sign-up below to receive the next Wednesday morning invite.
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See How We Define Success

In life insurance, tenure and problem solving matters — insight translates into bigger sales and better business. In-depth industry knowledge catapults sales opportunities with a consortium of underwriting opportunities and case designers to approach every client interaction with confidence. Meet a team who’ll work alongside you to accomplish more than you thought possible.

Sales Coaching

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Knowing what’s successful for other producers and advisors today can help streamline your efforts. Here are the hot trends in the life insurance arena – email me the latest issue of Life Advantage.

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TOP-RATED INSURANCE CARRIERS

We’re an insurance broker general agency bringing many of the top-rated life insurance carriers to independent advisors. We provide a vast assortment of tools to design cases that match your clients’ needs, while being favorably reviewed by carrier underwriters. We’re your advocate, communicator and executor to move your cases swiftly through to placement.

Latest Blog Posts

Tax Time: 1040 Overlays & Bigger Life Insurance Sales

Tax time is upon us and often your client’s 1040 is road map of life changing events that can lead to powerful life sales and valuable insight that’s often only viewed by accountants and/or spouses. The tax return is a consolidated financial road map that can provide...

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Expedite Your Life Insurance Quotes

Term and GUL Quoting – Quotes at Your Fingertips: Sometimes, you’re in the middle of a client meeting and you want to change a few variables on a quote. Time is of the essence. You can with CreativeOne’s quote engine. You have anytime access to a multi-carrier quote...

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