What We Do

CASE MANAGEMENT:  We pride ourselves in service! You will be assigned a dedicated case manager that will see your cases through from application to inforce! Your case manager will keep you updated throughout the entire application process and work closely with you to ensure that each case moves as quick and efficiently as possible.

CARRIER SHOPPING:  If your client has a complex medical history, we are always able to pre-shop the case for you! This is the best way to provide your client with the most accurate quote and best carrier for their needs. All that we need from you is the completed Pre-Underwriting Questionnaire and your dedicated case manager will handle the rest.

MARKETING:  Our Marketing team is available to assist with all illustrations in Life, Long-Term Care, Disability, Annuities, Variable and Indexed products with quick turnaround times! We can also help with case design, product comparisons, and any medical concerns that may affect underwriting.