FINANCIAL ADVISORS
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We invest in our partners.

Feature 1
Product Comparisons
Each recommendation comes with a summary comparison to guide your client through the similarities and differences of each carrier’s policy.
Feature 2
Secure Application Submission
Application, financial and medical documentation can be submitted safely and securely using encrypted drag and drop convenience.


Feature 3
Policy Delivery
Requirements are mailed to you for processing and record-keeping.

Feature 1
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.
Feature 2
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.


Feature 3
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.
Step 5
Implementation & Service
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Step 1
Discovery Phone Call
process
Step 4
Step 3
Step 2
case
process
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Step 5
Implementation and Service
testimonials