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About Us

Who Are We

Meet the back-office you’ve been dreaming of.

Making you look good is what we do best. We have the experts, connections, training, and resources to make your business run without a hitch. With over 20 years in the business, we have perfected and streamlined the complexities of life insurance. Our job is to maximize the time spent doing what you do best!

Streamlined Processes

Over 20 years of experience led us to develop simple, intuitive ways of doing business.

Direct Relationships

The steadfast relationships we’ve built mean you get rapid answers that are right the first time.

Personal Support

Your problems are our problems too. Our tight-knit team provides support designed with you in mind.

Latest Information

We meticulously track industry changes so you always have the most up-to-date information at your fingertips.

Impaired Risk Pre-Screening

Our deep carrier relationships allow us to prescreen clients and get the most competitive offers possible before taking an application. 

Third-Party Management

No more worrying about exams, carriers, underwriters, and other requirements.

Access to 70+ Companies

When you work with us, you work with all of them. You’ll have access to all major insurance companies and then some.

High-Level Case Handling

We make carriers compete for your business, which means you get expert-level case designs and your client receives top tier policies.

What We Do

We get it done.

We pride ourselves in finding the absolute best options for each individual client, every time. We ensure you have the knowledge, tools, and resources to feel confident in what you present. During underwriting, we manage requirements and keep you up-to-date throughout underwriting.

With start to finish support, we help you place more business, quicker.

Who We Work With

Experience that runs deep.

Once you start working with us it’s hard to go back. Whether you’re a rookie or a veteran, we know how to propel you forward. Over the course of 20 years we’ve supported our partners and helped them flourish.  Our clients come from a wide variety of backgrounds, which led us to develop processes that are universal to all types of Financial Professionals and Firms. 

Broker Dealers | RIA

Our expert-level case design and advanced sales support help brokers implement proven strategies including but not limited to: Wealth Transfer, Business Succession, and Estate Plans.

Financial Institutions | Banks | Credit Unions

We provide secure “total back office support” for financial institutions that want to add to their portfolio.

Independent Advisors | Advisory Groups

The most valuable asset to an independent broker is time. Accurate answers and quick turnaround times help make sure it’s spent as effectively as possible 

National Wirehouses | Point of Sale

We are a proud member of the Professional Life Advisor Network (PLAN); an organization dedicated to providing point of sale support to national wirehouses.

P&C, Benefits and Commerical Agencies

Our P&C partners are able to provide their clients with all-encompassing coverage that include: Life Insurance, Individual Disability, Overhead Expense, Long-Term Care, and Retirement Solutions.

Brokerage General Agencies

Our firm works to help support other BGA partners. We are committed to supporting growth and sustainability in the independent insurance brokerage space.