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Our Services – Life Insurance

Our dynamic life team can help you plan the initial and ongoing client assessment and evaluate needs; negotiate and coordinate with vendors and carriers and implement a case management plan with ongoing monitoring to ensure quality and appropriate product delivery. Providing turn-around times and placement ratios higher than industry standards, our experts can assist you with:

  • Life contracting
  • Life quotes (term and universal life comparisons)
  • Life sales
  • New business processing and tracking
  • Impaired risk placements
  • Case analysis and design

Our world-class staff is ready to assist you with cases ranging from the basic wealth transfer case to the advanced estate planning and premium finance scenarios. We work with more than 20 top-rated life insurance carriers and offer a full range of life insurance products.

Ask Us About :

  1. Executive Trifecta
  2. Qualified Leverage Strategy: QLS
  3. Life Insurance Average Case Size: $12,600