Agent Term Store
Our new process is as easy as ever. Get your term quotes from a broad array of top, competitive term carriers and submit a “Simple App” for your client. No more applications to complete! We will contact your client to complete the full application and schedule their exam. And, we’ll keep you updated throughout the entire process.
Our Drop Ticket allows you to submit your permanent life insurance applications on a short form for all your clients who are applying for permanent insurance.
We offer full support for a variety of Sales Concepts including Policy Review, Maximization Strategies, Life Insurance as an Accumulation Vehicle, Estate Tax Planning and more.
Policy Review Program
Our Policy Review process is the easiest one available for both you and your clients. We’ll help you generate new sales! Our program reviews your client’s life insurance at no cost or obligation. And it’s a WIN/WIN end result for YOU! With the hundreds of cases we have reviewed, over 50% of them resulted in a recommendation that improved the client’s life insurance portfolio.
“The potentially catastrophic consequences of becoming disabled and needing long-term care is arguably the gravest financial risk that older adults...
When clients – even agents and financial professionals – see or think about a “guaranteed multiplier” in regards to Indexed Universal Life (IUL),...
The cost of insurance is significantly less than the cost of taxation Most people understand the benefits of diversifying investments among asset...
Max Accum+ has 3 innovative features that create one notable competitive edge: Chronic Illness Rider (AAS)Non-medical underwriting (up to $499K),An...