service options
Overview
Select one of three flexible ways to provide the best possible outcome for you and your clients. Match your clients’ needs and your own resources with the service option that most easily accomplishes the desired outcome. Freely switch between options on a case-by case basis.
Option A: We Do it All Concierge Application Services
Most Advisors select Option A for their clients' routine insurance needs; they feel it's the easiest way to take good care of their clients and optimizes internal operational efficiencies.
The Advisor works with the client to identify the need, then tells us what the client is trying to accomplish. Our team of case design specialists and underwriters develops our industry's top solution(s) and provides proposals to the Advisor for presentation to the client.
Once a decision has been made on where to apply for insurance, our Concierge Application Services Team takes over. They handle all administrative aspects, including taking the insurance application, scheduling exams, negotiating medical & financial underwriting, and policy placement. From submission to commission, life insurance the easy way!
Option B: Experts Develop Customized Advanced Planning Solutions
For your top clients' most advanced financial strategy needs, complement Option A by introducing appropriate opportunities to one of our Experts.
Our Experts are well-known industry leaders in their respective planning specialties. They offer to collaborate with you to solve your clients' most sophisticated advanced business succession, executive benefits, estate tax funding, premium finance, and asset-based long-term care funding needs.
Services are provided on a revenue sharing basis, negotiated by you with the Expert. You can simply hand off the opportunity and have peace of mind that your clients are looked after by the best in the business. Or participate in the planning process to learn. Gain confidence as you develop your own skills and expand your capabilities in advanced planning markets.
Option C: Traditional Brokerage Services
Option C is most popular with high volume insurance focused Advisors who have their own case development, application completion, and policy placement teams.
We survey the market and provide you with our industry’s top solution(s), based on what your client is trying to accomplish, product pricing, underwriting considerations, and insurer financial strength.
You present the concept, illustrations & and decide with your client on the best strategy to achieve the desired outcome
Your team takes the application, schedules the paramedical exam, preps your client for the PHI, updates your client, and delivers the policy
