Let us show you how we can add value to your business.
Local support. It’s what sets us apart from many other financial services companies. As a financial professional affiliated with our firm, you will work directly with a Brokerage Team that will provide the training, marketing, and technical support necessary to successfully build your business and best serve your clients.
Your Brokerage Director will be your one-stop shop for:
- Marketing support
- Product expertise and positioning
- Illustration support
- Case design and consultation
- Development training and seminars
- Estate and business planning resources.
Whether you’re helping clients address the insurance needs of their new business or plan for retirement, we’ve got a product that can help. Our broad variety of Life, Disability Income, and Long Term Care insurance products meet a range of financial needs for various time horizons, including lifetime coverage.
Offering two Fixed Deferred Annuities, a Single
Premium Immediate Annuity (SPIA) and a Flexible
Disability Income Insurance
Multi-Life or Individual DI Insurance
BOE and Buy-Sell
Protection for retirement plan contributions
Estate and Business Succession Planning, as well as Chritable Giving and Executive Benefit Strategies