Our Unique Approach
An Overview for Financial Advisors
CLASSICAL Services
EXCLUSIVE Services
Consultation
Coverage strategies
Policy design and carrier recommendation
Preliminary underwriting support
Product comparisons
Meeting preparation
Summary in-force policy analysis
Customized client recommendations
Direct client consultation and discussion support
Application & Underwriting
Application submission to insurance carrier
Medical exam and record ordering
Underwriting negotiations
Direct client application processing
Gathering of financial documents
Underwriting navigation and decision support
Policy Placement & Service
Policy delivery and payment processing
Policy changes
Benefit increase notifications
CLASSICALServices
EXCLUSIVEServices
Meeting preparation
Summary in-force policy analysis
Customized client recommendations
Direct client consultation and discussion support
Application submission to insurance carrier
Medical exam and record ordering
Underwriting negotiations
Direct client application processing
Gathering of financial documents
Underwriting navigation and decision support
Policy delivery and payment processing
Policy changes
Benefit increase notifications