Life, Health, & Annuities Programs

A digitally supported insurance marketing proposition that allows you to manage and develop your account easily for both large and small accounts.

Co-Brokered Solutions

Planning Assistance for Estate Planning, Succession Planning, Buy-Sell Agreements
Planning Assistance
Advanced sales training paired with case design support and tools to ensure you have impactful delivery of products and services resulting in higher client conversions and retention
Medicare Sup
Medicare Sup
Expert delivery of medicare products and peace of mind through cohesive account management
Group Benefits - Life, Health & DI
Group Benefits Life & DI
Automation, channel management, cross product line management
Individual DI
Individual DI
Consultation, Key Person, Contract Frustration
VA's- Concierge Services, BD
VA's Concierge Services BD
A suite of offerings for RIA and BD platform variable annuities
Life Settlement Services
Life Settlement Services
Consultation & assistance with effective wind up of eligible accounts
Deferred Sales Trusts
Deferred Sales Trusts
A tax deferral strategy with significantly better management options and a wider range of eligible asset classes such as sale of privately owned businesses
Case Settlement Agreements
Case Settlement Agreements
Qualified and Non-Qualified Settlements, related trusts covering medical settlements, contract disputes, employment litigation, D&O/E&O claims, punitive damages, construction defects, environmental claims, attorneys fees and liens
Private Placement Life Insurance/Captive Insurance Companies
Private Placement Life Insurance / Captive Insurance Companies
as part of our advanced planning practice we advise on and implement the use of these mechanisms to achieve effective long term capital management
Premium Finance
Premium Finance
Access a wide suite of carriers and power your advanced planning cases with financing to achieve deferred higher income results
Planned Giving
Planned Giving
Consultation and implementation of advanced planning cases that utilize a range of financial instruments to achieve better estate planning outcomes and better use and control of immediate capital management and development concerns. Helps create an income stream while fulfilling a philanthropic outcome.
Life & Annuities
Life & Annuities
Consultation, Management, Quoting and Issuance life & annuities

Smart Solutions

Marketing

We help businesses find and develop new clientele, as well as assist in taking your existing clients’ planning to the next level. Our team of experts will work with you one-on-one through technology-based meetings to create custom solutions that will help your business reach its maximum potential.

Client Relationship Management

A market compliant document and correspondence gathering system that automates from the life cycle of initiating the application through to issuance of the contract. Sales team support is there at every step to keep you informed at key points in the sales process.

Brokerage

We offer support in selecting and developing your case and aligning it with the markets and products available. Our data-driven approach is centered around the client, ensuring that we provide the most comprehensive and tailored coverage available.

Planning Support

Access to risk analysis, portfolio analysis at key points in the sales cycle, and the ability to bring in specialists, whether they be attorneys, tech specialists, transaction specialists, or estate planning guidance.

Education

The ability to have licensure updates completed through in-house online training sessions. Access to updates on new products and current events relating to education and advanced planning.

Quoting Tools

Case Processing

Pre-sale Functions

By ensuring compliance with all sales regulations, live tracking product sales and licensing, and providing client onboarding and pre-sale authorization, the pre-sales function helps to protect your interests while maximizing sales opportunities.

Product Quoting

Comparative rating and annuities platforms provide financial professionals with the ability to compare rates, riders, and product features from multiple carriers in a single, centralized location. This streamlines the quotation and client development process, and enables agents to provide their clients with the most comprehensive and accurate information available. In addition, we provide live chat support, which allows agents to ask questions and receive assistance in real-time. This is an invaluable resource for agents who are working to develop new business or service existing clients. By using our product quoting functions, you can save time, eliminate errors, and provide your clients with the highest level of service possible.

Risk Analysis

Once you’ve narrowed down your desired product and initial application data, we can support that with a risk analysis of their whole portfolio and the impact the annuity has on it to ensure the products are chosen with the client’s best interests.

Sales Illustration

The data capture process in the risk analysis stage will be available to you along with the option of an impact meeting support at your first sale and at key points in the life cycle of the product sold.

E-application

Upon review of your application by our sales team, we will send it to the appropriate market for formalization. You will be kept apprised of the status of your case as it progresses.

E-delivery

We help you manage policies, contracts and prospectuses, as well as recurring client notices. Account files are automatically updated in the CRM system, making it easier to manage accounts and store documents for future reference.

Post-sales Services

After you've finalized the contract, it will be automatically saved in our CRM system. This will create a file which the accounts team will use to create an entry for you in our agency management system. This will give you access to new business development data which you can use to support the growth of your account. Additionally, the accounts team will be available to provide you with support, feedback and tracking on re-engagement with accounts that have not yet converted.

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Quoting Tools

More information

Live Support

After you've finalized the contract, it will be automatically saved in our CRM system. This will create a file which the accounts team will use to create an entry for you in our agency management system. This will give you access to new business development data which you can use to support the growth of your account. Additionally, the accounts team will be available to provide you with support, feedback and tracking on re-engagement with accounts that have not yet converted.

Training Sessions

Gain access to top-quality recordings of training sessions based on key educational areas, annuity product sets, and current events.

Impact Meeting

Grow your book with an “Impact Meeting” that will drive new business leads to the producer. The case design process will be supported by an expert member of our underwriting team.

And much more!
  • Track cases online.
  • Access baseline calculators.
  • Compare rates, riders and product features to make the most informed decisions.
  • Eliminate disjointed processed and manual checks and balances to streamline the sales process.
  • Ensure products are chosen with clients best interests in minutes!