Strategic partnership for professional advisory firms

Accounting, planning, and wealth management firms can establish a virtual complete financial services department without increasing overhead.

Ideally suited for firms who want to provide additional financial services to 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.

For firms that are licensed, both commission and override compensation is available.