Our Services

Access to top-rated carriers for life insurance, annuities, long-term care and disability insurance
Illustrations, sales concepts and strategies
Point of Sale Support
Full underwriting support and case management
Negotiation of impaired risks
Expertise in handling high-net-worth foreign national cases

Our open-architecture business approach allows us to offer a variety of products and services available to best suit your clients’ needs.

Utilize life insurance products to help increase existing client assets and provide new sources of income
Protect and preserve client assets through advanced market case designs
Plan the distribution of wealth in the most tax-advantageous way during the client’s lifetime
Plan the distribution of wealth to beneficiaries in the most tax-advantageous way after death