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Your free registration will unlock all of our tools, marketing materials, and resources to help you write Life insurance, Long Term Care, Annuities, Disability and Identity Theft Protection. Incredibly thorough, proactive service from as good a brokerage team as you'll find anywhere. Underwriting guidance for over 20 common impaired-risk health conditions with case studies and probable underwriting outcomes. This Long Term Care decision tree guides you and your client through an important and necessary conversation about LTC planning.
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We offer competitive, state-of-the-art Life Insurance products and personalized marketing support from the nation's most highly rated carriers, to Life Insurance Professionals, Independent Agencies and Financial Planners throughout the United States. We field calls from all over the country from Career Life Insurance professionals, Independent Agents and Financial Planners seeking product, marketing, or underwriting guidance for standard, impaired risk and substandard risks, from small case solutions to jumbos, young and old.
You can quote it and write it, save it, go back to it, submit it, and it's just one form for all participating carriers, (eight now, with more to come.) Our platform even offers a dedicated call center for Banner, John Hancock, Prudential & SBLI/Centrian. Our people calling your client, keeping it out of the hands of the exam providers.
From the fundamentals, to advanced planning, to effective sales & marketing strategies, we pursue a fascinating, business-building quest for knowledge. Join us in the journey. This website includes creative sales ideas, strategies, videos, and customizable marketing pieces to remind, educate, facilitate and inspire you to grow sales, help more people and make more money.
It has been well established that client communication is a key factor influencing client retention. When there's no communication, there's a vulnerable relationship, and clients have no problem shopping around, but clients who hear from their agent tend to stay with their agent. Communication engenders loyalty.
Reviews (2)
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Joe Drolet
Jan 22, 2020
They are a great agency to work with. They are very knowledgeable as well!
Michael Todorsky
Jun 04, 2018
I greatly appreciated working with Heatherann who was very professional, patient, and informative when renewing my house insurance policy. Thank you, Heatherann, for the great customer service!