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.
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.
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.