A comprehensive, multi-carrier portfolio designed to help you solve any client problem—from simple term to complex estate planning.
Access the industry's most competitive term products with living benefits, accelerated underwriting, and high non-med limits. Whether you need a simple 10-minute issue policy or a fully underwritten high-limit case, we have the carriers.
Key Carriers: Legal & General (Banner), Corebridge (AIG), Protecitve, North American.
Help your clients build tax-advantaged wealth with minimal market risk. Our internal case design team will help you structure max-funded IULs properly to ensure long-term performance and compliance.
Key Carriers: Allianz, National Life Group, Symetra, Securian.
Secure your client's retirement with guaranteed income and principal protection. From high-yield MYGAs to sophisticated FIAs with volatility control indices, we offer a full suite of accumulation and distribution products.
Key Carriers: Athene, F&G, American Equity, Silas.
Don't leave the back door open. We offer Medicare Supplement and Advantage access through our strategic partner network, allowing you to monetize referrals without needing to be an expert.
Learn about Referrals →Premium Finance, Split Dollar, and Buy/Sell Agreements. Fred and our advanced planning team work alongside you and your client's CPA to close high-net-worth cases.
Contact Advanced Sales →