Advanced Sales Support

With high-end cases, you expect sophisticated planning, design and management, along with presentations are clear, concise and compelling. This is why more advisors bring their complex cases to First American Insurance Underwriters.

  • Fully customized marketing and sales packages
  • Wealth Transfer and Estate Planning, including GRATs, Credit Shelter Trusts, CRTs, IMCRUTs, Defective Grantor Trusts, FLPs, ILITs
  • Jumbo case assistance, $200 million without reinsurance
  • Estate, Multi-Generational, Senior Care and Business Succession Planning
  • Foreign National Market
  • Premium Financing
  • Qualified Retirement Plans

If you want to be sure, talk to us first.