Strategic partnership for concierge services

Life insurance producers who can place both preferred and substandard cases, can now outsource application administration at no additional cost.

Ideally suited for brokers and firms with a complete life insurance capability, who want to increase their profit per sale.

You can now outsource non-revenue generating tasks such as case prequalification; application completion and submission; and underwriting case management.

These services are provided at no cost, and with no reduction in commission to you.

There is no need to hire additional administrative personnel as your sales volume increases.

You retain client control.

A team of financial professionals is available on a split commission basis to sell your clients products that you don’t, including annuities, disability insurance, and long-term care insurance.