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Concierge brokerage services for brokers selling

individual life, disability and

long-term care insurance, and fixed annuities

You can receive superior compensation and back-office support from one of the largest distributors in the country, in terms of premium written. Services include advanced case design; priority case handling; expedited application entry/case status; strong underwriting advocacy; in-house APS ordering and review; top commissions; and fast-track commission processing.

Ideally suited for:

  • Independent brokers who specialize in these products.
  • Captive agents who need a top-flight source for outside business.


  • Access to virtually every company and product in the brokerage marketplace for individual life, disability, long-term care insurance, and fixed annuities.
  • Products available in all 50 states.
  • In-house underwriters, product specialists, and case managers collaborate on the optimum design of every sale.
  • All life insurance application paperwork can be completed by back-office personnel, on most cases. You are free to move on to the next sale!
  • Extensive expertise and experience in impaired-risk life insurance cases.
  • Attorneys, accountants, and financial planners are available to help design complicated policies, at no charge.
  • Expert assistance with policy audits, premium financing, and life settlements.
  • Top compensation.