Traditional Brokerage Services
Our roots date back to the early 1990s when we operated as a traditional brokerage general agency. We continue to support insurance-focused Financial Advisors with back office services they have counted on for decades:
- Advanced case design consultation
- Illustration support for sophisticated designs
- Medical & financial underwriting
- Niche products and advanced markets strategies
- Keep you up-to-date with new product features
We make it easy for you to leverage our experience and decades of industry relationships to your and your clients’ advantage.
Traditional Brokerage Services for Experienced Insurance-Focused Advisors
Traditional brokerage services are ideal for high volume insurance-focused Financial Advisors who have their own case development, illustration, application completion, and policy placement teams.
Our illustration specialists and medical underwriting directors stand by to assist as needed. We look forward to putting our heads together to leverage each other's expertise and professional relationships to optimize insurance outcomes for your clients.
Let’s Get Started
You are an experienced insurance professional and have a preferred way of doing business. We’d like to learn of your preferences. Let’s schedule a quick call, or Zoom, with one of our Marketing Representative so we can learn how you assist clients with life insurance. Or simply send us a quick email for a callback at a convenient time for you. We look forward to getting to know you. Let’s grow your insurance business!
