Technology

  • 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
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