Resources
A Premier New Business Experience
We specialize in large case management, and offer advanced sales support for your hard to place and sub-standard cases. From front-end case preparation, to underwriting and policy placement, we strive to provide you with efficient and accurate assistance. Our objective is to offer our agents a concierge experience with dedicated case managers that have extensive experience to guide you through the new business process.
eTools
We are pleased to provide you with a robust suite of online resources to research and submit your next case with ease. Please choose from one of the options below:
eApplication
Contracting
Forms
Illustrations
Underwriting Questionnaires
Underwriting Requirements
Informal/HIPAA
Product Offerings
Universal Life
Index Universal Life
Term Life
Whole Life
Simplified Issue
Guaranteed Issue
Hybrid Life/LTC
Long Term Care
Life Settlement
Our Core Carriers
We work with best-in-class carriers, and offer a variety of life insurance products ranging from fully-underwritten term and permanent policies to simplified issue and non-med plans. We will use our underwriting and advanced sales experience to help you design the perfect plan for your clients.