Skip to content
Contact us  305-444-7401

Our Services

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.

Let us show you how to:

  • 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
Our Services