Strategic partnership for institutional sales

Insurance agencies, advisory firms, and financial institutions can make a wide variety of financial products available to their clients, and receive an override on every sale.

Ideally suited for firms who want to establish a “virtual” complete financial services department without increasing overhead. These include:

Captive life insurance agencies * employee benefit firms * banks * property and casualty agencies * stock brokerages and investment advisory firms *  health insurance agencies * planning and wealth management firms * final expense agencies

This is an opportunity to provide additional financial services to your clients while remaining true to your core competency.

Your clients will have access to a team of professional financial specialists.

A full spectrum of life insurance, annuities, disability insurance and long-term care products are available.

Attorneys, senior underwriters, and advanced case consultants are available at no charge to assist affluent clients.

A very large sales volume can be accommodated.

The representatives of your firm will retain client control and split commission compensation. Your firm will receive an override on every sale.