Why Advisors Trust Us with Their Client’s Insurance Needs

We’ve been designing unique insurance strategies for financial advisors across all 50 states since 1978. The advisors we work with consider us to be their “back office insurance specialists”, as we provide the same attention and support as a full-time staff person. Our mission is to preserve and protect the client’s financial plans.

A streamlined pre-proposal process

Our pre-proposal process greatly increases the likelihood that our recommendations are realistic, based on a client’s unique medical history. Our strategies are based on a clear understanding of each client’s unique background and financial objectives.

Customized client proposals

Our proposals are customized to make it easier for the advisor and client to understand the options available and to make a prudent decision. We never have and never will make an insurance recommendation to your client that isn’t pre-approved by you.

A time-tested, seamless underwriting experience

Our 7- step underwriting process makes the application experience as smooth and comfortable as possible. All parties are “Kept in the loop” during the entire 6 week period experience for both you and your clients

An annual policy review system

Our annual policy review system guarantees that advisor and clients are reminded of the benefits they have purchased to increase the possibility that future insurance needs continue to be met..

A National network of insurance specialists

Our network of insurance experts throughout the US helps us keep up with leading strategies and trends so we can keep you and your client’s better informed.

Vast industry experience

Our experience in the insurance industry spans more than 40 years. The advisors we support confidently recommend us to their clients. This is a responsibility we take very seriously.

Additional Services for Financial Advisors

• Personalized review and analysis of your clients’ existing insurance portfolio with accompanying SOS (Second Opinion Service) reports
• Guidance and support for financial advisors at all levels of service
• Monthly advisor educational webinar series

We specialize in assisting Fee-Only financial advisors with the evaluation and recommendation of life insurance, disability insurance and long-term care insurance for their clients. Below is an overview of the types of insurance solutions we offer.