Our Unique Approach

An Overview for Financial Advisors

CLASSICAL Services

EXCLUSIVE Services

Consultation
Coverage strategies

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Policy design and carrier recommendation ​

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Preliminary underwriting support​

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Product comparisons ​

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Meeting preparation ​

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Summary in-force policy analysis​

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Customized client recommendations​

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Direct client consultation and discussion support​

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Application & Underwriting

Application submission to insurance carrier​

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Medical exam and record ordering​

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Underwriting negotiations​

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Direct client application processing​

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Gathering of financial documents​

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Underwriting navigation and decision support​

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Policy Placement & Service

Policy delivery and payment processing​

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Policy changes​

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Benefit increase notifications ​

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CLASSICAL
Services

EXCLUSIVE
Services

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 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​

Assistance with selecting the best carrier and products to solve client needs
Guided consultation on the most cost-effective and appropriate solution
Prescreen client existing medical conditions to determine the best recommendation per the client’s needs