Who we are
We partner with financial professionals to address clients’ needs with insurance and annuity solutions for income, estate and business planning, as well as protection for life’s uncertainties. Our partner firms include financial institutions, insurance retailers, broker-dealers and the industry’s top life and annuity carriers.
Our Capabilities
We offer a complete set of professional capabilities for meeting a variety of insurance needs
Assisted
Sales
In-person and on-demand expertise for creating and proposing insurance solutions for clients
Traditional
Wholesaling
Product representation that goes beyond features, combining winning concepts, service and training
New Business Operations
Efficient and compliant case management and facilitation
Custom
Product Design
Insight and product know-how to develop and deliver new and refreshed products to market
Institutions today are providing a variety of solutions for clients’ financial needs. We deliver specialized expertise and customized support they need to reach a higher level of performance.”
Annual
Life Premium
Annual
Annuity Deposits
Employees located
Nationwide
WHY WORK WITH US
One size doesn’t fit all. That’s why we limit our partnerships and fully align with our partners’ objectives, organizations and processes. The result is strict adherence to institutional standards, reliable service and a consistent client experience.