Skip to content

How We Serve


We invite advisors to talk with us for help in telling their story. We customize marketing materials to help build your brand and reach more prospects. You’ll find what you need in our robust marketing resources library.

  • Sales concepts
  • Advanced planning concepts
  • Case studies
  • Impaired risk fact-finders and questionnaires
  • Insurance company materials, including charitable planning, dynasty trusts, buy-sell reviews, estate planning, key person, college planning, pension max, etc.  
  • Personalized PowerPoint presentations
  • Quarterly newsletters
  • Onboarding, carrier training, and other educational events


We provide the latest technology for quick access to all major underwriting, application, and submission tools. We’ve added the All New Carrier Matrix to help you compare and select the best products for your customers with ease.

  • One-time, single-entry contracting for multiple companies
  • 24/7 online case status access
  • 24/7 access to forms, applications, underwriting guidelines, life quotes, company ratings and compensation schedules
  • Web-based Drop Ticket platforms for case initiation
  • State-of-the-art online annuity resources for instant company, underwriting, rate and commission information
  • Sophisticated estate/tax planning and qualified plan distribution software
  • Access to Client Relationship Management (CRM) database
  • Imaging Software