The premier brokerage general agency designed to help you provide your clients with the Excellence, Expertise, and Professionalism they deserve.
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.
Drop Ticket
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.
Sales Concepts
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.
Carrier Updates
Testimonials
The Team at RMIN makes my life easy! They have always been responsive and detail oriented to my requests. I can’t think of an organization that does what they do better!Mitch MichenerOne stop HELP – best back office around!Tom Stich
– Aaron Putman
Rocky Mountain Insurance Network is a network of caring professionals that has enhanced my ability to do what I do. Their team works well and promptly getting me the quotes I need, following up on the details, notifying me of any issues with my business, and getting business issued and paid quickly. They are also on top of the changes in the market-place and provide me with sales ideas and product uses on a regular basis. I am very glad to have met this team and have enjoyed working with them for over 20 years.
– Lincoln Soule
I’ve been happily working with Rocky Mountain Insurance Network for a handful of years now. Being able to plug into their professional experience in the insurance world has been invaluable for me to be able to focus more of my time and attention on my clients’ needs, further skill development in the investment world and proactive marketing efforts for my company. Every person I’ve had the pleasure of working with at RMIN has been friendly and helpful. Most importantly, my clients have been very happy with the insurance solutions we are able to bring to them. Thanks RMIN!!
– Rob Harris
RMIN Blog
The 7702 Plan
There are two things that all clients are thinking about during these times. The first is their own mortality in an uncertain, pandemic world. The second are their taxes and […]
Women Are the Undiscovered Opportunity In the Life Insurance Market…and We’ll Prove It.
Whether you are a new advisor or have been providing outstanding client service for decades, statistics show that the industry is missing out on an enormous opportunity in our marketplace […]
101(j) Compliance
There are thousands of business owned policies (think buy/sell
agreements and key-person policies) that are not 101(j) compliant. We can help.
Coming to Terms with the Complexity of Indexed Universal Life Illustrations
Coming to Terms with the Complexity of Indexed Universal Life Illustrations After its introduction in the late 1990s, Indexed Universal Life Insurance began a steady climb over the following decades […]
Using an IRA, 401(k), or 403(b) to Cover Long Term Care Expenses Tax-Free
There is a stark reality for nearly 70% of your clients. As they grow older, they will require some form of Long Term Care. While the length of care needed […]
AG 49A: What to Look for and What to Avoid in Current and Future Illustrations
In the past 5 years, the National Association of Insurance Commissioners (NAIC) has stepped into the world of Indexed Universal Life Insurance with the goal of regulating the wild illustrative […]
Life Insurance Awareness Month: New Technology, Covid-19, and What it Means for Client Acquisition
Life Insurance Awareness Month in 2020 has seen a seismic shift in the way consumers think about Life Insurance in the United States. The combined forces of the Covid-19 pandemic […]
Policy Review: Turning Old Policies into New Business
One of the biggest mistakes that a life insurance advisor can make when trying to grow their business is ignoring the business that they’ve already earned. Your clients rely on […]
Indexed Universal Life Insurance: Creativity Creates Equity
Indexed Universal Life Insurance (IUL) policies were first introduced by the Transamerica Life Insurance Company in 1997 and now account for over 20% of all policies purchased in the United […]
Long Term Care Insurance || the Compassionate Advisor
“The potentially catastrophic consequences of becoming disabled and needing long-term care is arguably the gravest financial risk that older adults face.” -Favreault & Johnson, Microsimulation Analysis of Financing Options for […]