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Each recommendation comes with a summary comparison to guide your client through the similarities and differences of each carrier’s policy.
Secure Application Submission
Application, financial and medical documentation can be submitted safely and securely using encrypted drag and drop convenience.
Requirements are mailed to you for processing and record-keeping.
Inforce Coverage Review
A licensed senior consultant will review your client’s inforce coverage for contractual quality and areas of risk exposure to incorporate into the overall recommendations.
Direct Client Consultation and Discussion Support
A licensed senior consultant will be available via phone and video conference to present inforce coverage analysis and the customized recommendations.
Direct Client Application Processing
A licensed senior consultant will take your client’s application over the phone along with capturing all signatures and requirements for medical and financial underwriting.
Implementation & Service
Discovery Phone Call
Implementation and Service
WealthPlan Partners Insurance Associates
Ken Sapon, CLU, CLTC, LUTCF, R.Ph.
“I am grateful to be able to work with Secura Consultants. Their commitment to excellence and attention to detail make marketing individual income protection much easier – all I have to do is sell. I wish I could say that about all the other lines of coverage I market.”
Michael R. Cowart
Michael Cowart & Associates
“Prior to working with Secura Consultants, I had never sold much individual disability insurance in my career primarily due to the lack of adequate back-office resources. Like any specialty, it is critical to have key players that can help you move the ball across the goal line and Nicole and her team at Secura consultants have been just that. They have helped me to see the underserved need in income protection planning, and more importantly, helped me build a game plan for executive and individual plan implementation on my key business clients. This has opened up a whole new revenue stream and a Win-Win-Win scenario for all of us.”
Miller Loughry Beach
“Secura Consultants is our exclusive business partner for developing and administering executive disability plans and hard to place life benefits. We previously handled these functions in-house but found that working through Secura Consultants increases our effectiveness and allows us to spend more quality time advising clients. We are often approached by other firms like Secura Consultants who want to work with us but none can measure up to our standards. We highly recommend Secura Consultants if you are looking to grow in your disability expertise and client capabilities.”
“Secura Consultants is the best at structuring a plan for a client’s income protection need. They are thorough, and prompt in getting the case through underwriting as well.”
“Secura Consultants knows the Disability Income landscape better than any firm I have ever used. Their case management is second to none.”
Espy Financial Services
“Secura Consultants is a first class organization with exceptional agent support. Their expertise in the disability market is second to none.”
Wes Fink, CLTC
Mike McCoy, CBEC
New York Life Insurance Company
George Harris, Jr, CFP
G.H. Financial Services