They choose us because of our commitments,
resources and experience.

For brokers & advisors

 

We help you eliminate all the time consuming back office work while you grow your business doing what you do best, servicing your clients and building relationships. Our dedicated team will help you with marketing, sales strategy, case design, underwriting, delivery, and post-sale service.

 

Mission Statement

Our passion is to provide superior products and solutions to advisors in the ever changing financial services industry. We are committed to being your one stop shop for asset accumulation and protection products. Our mission is to build long term, honest, and profitable relationships.

What We Do

We help you eliminate all the time consuming back office work while you grow your business doing what you do best, servicing your clients and building relationships. Our dedicated team will help you with marketing, sales strategy, case design, underwriting, delivery, and post-sale service.

Who We Are

We are a full service brokerage firm with over 80 top-rated carriers offering solutions for asset accumulation and protection. Our dedicated team will help you with marketing, sales strategy, case design, underwriting, delivery, and post-sale service
The best way to find yourself is to lose yourself in the service of others -Gandhi

 

Meet Our Service Team

Our goal is to help you help your client. We want you to find the right product fit for your client's needs. Our staff is experienced and committed to giving you tremendous customer service. See for yourself.

Laurie Pfister
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Tanya Dyke
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Jon D. Zapisek
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Our Carriers

We help agents develop and sell business for individual life, annuity, disability income, and long term care insurance cases. We have materials from our many carriers to help you show our products to your customers.