Summary
Our Focus

Optimal Solutions
Identifying the product(s) that best fit our client’s financial needs and goals. We utilize our 30+ carrier relationships, superior industry knowledge, and deal experience to find the optimal solution for our clients.



Medical Underwriting
We approach medical underwriting with unequaled discretion and finesse. Our proprietary relationship with the zero-knowledge digital security provider Keeper(TM) allows us to ensure that all of our client’s personal health information stays secure.

Inforce Services
We constantly manage and oversee our client’s inforce insurance portfolio. We ensure that no policy lapses and that the current life insurance strategy aligns with our client’s current goals.

With hundreds of insurance companies and thousands of products available in today’s market, it is critical to align yourself with the right advisor.
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Risk Class Upgrade
Without managing clients through underwriting, insurance carriers can underwrite individuals in lower and more expensive rate classes. These slight differences in underwriting status can end up costing the policy owner thousands of dollars over the life of their policy.