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Give Your Clients
Financial Peace of Mind

Partner with us and deliver creative insurance solutions to preserve and protect your clients’ wealth and legacy.

Expand Your Business By Relying On Us

We know how challenging it can be to build trust with your clients. When you collaborate with First American, we won’t rest until we find life insurance and principal protection solutions for all your cases — even the tough ones. 

You can trust that:

We know the options and obstacles inside and out.
We bring our “never take no for an answer” attitude to every challenge.
We are consistently accurate, efficient, and easy to work with.

How We Meet Your Clients’ Needs

Through our membership in Insurance Designers of America (IDA) we work closely with the industry’s highest-rated and most competitive carriers and provide you with seamless access to our in-house expertise for each product line, including robust marketing support and educational sales tools.

Policies that protect legacies and adjust to changing life situations.

Life Insurance

Policies that protect legacies and adjust to changing life situations.
Plans that provide financial security amid uncertainty.

Annuities

Plans that provide financial security amid uncertainty.
Plans that keep loved ones from financial burden.

Long Term Care

Plans that keep loved ones from financial burden.
Policies that protect lifestyles and future financial obligations.

Disability Income

Policies that protect lifestyles and future financial obligations.

How We Serve You

Wealth managers, insurance advisors, property and casualty firms and advisors, and employee benefits firms and advisors all rely on First American to design and implement the most appropriate and competitive insurance solutions for their high-net-worth clients. We specialize in Life Insurance, Long-Term Care, Disability Income, and Annuities solutions for personal and business planning — but we also specialize in making you look good.

Don’t miss another opportunity! Partner with us and gain more clients, money, and time. When you join our Valued Partner Program, you can expect:

Creative solutions to meet your clients’ most demanding expectations.
Underwriting expertise, sales concepts, and case design that gets you from concept to close.
Back office support and ease of doing business to close cases faster.

Count on our expertise

First American has built a reputation for unparalleled expertise in sophisticated and impaired risk cases for the affluent market. We’ve placed thousands of difficult and large cases in our 40 years in business, and we aren’t slowing down. Want to know more?

Read Testimonials
Read Testimonials
View Case Studies
View Case Studies
Join Training
Join Training

Count on our resources

Reduce paperwork and place your cases faster. Our Quote & Apply tools make it a snap.
Reduce paperwork and place your cases faster. Our Quote & Apply tools make it a snap.
Check on the status of a case or review policy notes. Our Manage & Deliver tools offer 24/7 access.
Check on the status of a case or review policy notes. Our Manage & Deliver tools offer 24/7 access.
Streamlined contracting gets you appointed with First American and all partner carriers.
Streamlined contracting gets you appointed with First American and all partner carriers.

Some of Our Carrier Partners

Start Working With Us — Today

Join our Valued Partner Program with these three simple steps:

  1. Create a Profile

  2. Schedule an Appointment

  3. Get Custom Solutions to Your Toughest Cases

6 Steps to “Yes”

Proven Techniques for Closing that High-Value Sale