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Consultation

Personalized purchasing assistance for individual life,

disability, and long-term care insurance, and fixed annuities

You will receive high-end, personalized sales assistance from a professional financial consultant, with access to virtually every company and product in the brokerage marketplace.

Details:

  • A team of specialists, led by your financial consultant, will guide you through every step of the prequalification and underwriting processes.
  • Clients in all 50 states can be served.
  • Attorneys, accountants, and financial planners will assist with large policy design, at no charge to you.
  • Experts are available to assist with premium financing, the sale of existing policies, and other sophisticated strategies.

Ideally suited for men and women who need top-of-the-line financial products for family, business, and estate financial planning:

  • Business loan indemnification
  • Charitable giving​
  • Estate equalization
  • Estate planning
  • Family protection
  • Key person coverage
  • Long-term care planning
  • Mortgage protection
  • Partnership agreement funding
  • Retirement planning

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