Custom Designed Solutions

We work with you on case and product design to insure your clients get the best possible solution for their situation. We aren't limited to any single carrier, which means our solutions are custome tailored for you client. And the most competitive sales proposal for you.

We offer disability insurance products and training to insurance agents, brokers, financial planners, and marketing partners.

Training Seminars Proper use of disability insurance within a financial plan. Business disability insurance products and proper use within a business continuation plan. Policy types and contract provisions. Underwriting and issue procedures. Understanding and using sales presentations and illustrations. Understanding the tax consequences of all the various DI products. How to market the individual/group combo.

Administrative Services New business processing and underwriting follow-up. Contracting and licensing. Policy service relating to inforce business. Customized large-case design. Cross-selling opportunities. Product comparisons.