FINANCIAL ADVISOR
Our carriers signed up to provide your clients with an expedited application process and less stringent need for medical exams, saving both you and your clients valuable time.
Our smart technology provides a fully digital experience and recommends you the best policies from more than 170 thousand alternatives while our friendly and knowledgeable agents are always available through chat, phone, and e-mail to help you get the perfect policy.
Our staff is not compensated through individual commissions and will not push your clients to get products or add-ons they can’t afford.
Let your clients know you stay on top of new technology by offering them the digital experience that they have come to expect.
We offer convenient solutions from origination to servicing, making it convenient for you and your clients to get quick quotes and applications, secured loans, and 1035 exchanges to fully leverage the power of life insurance.
We help you offer your clients simple and sleek digital experiences that are always available and more attractive to remote and isolated clients.
1: The time to apply for a policy depends on the profile of the insured person and the policy size, and can be longer than the mentioned timeframe if the case does not fit the guidelines our insurance carriers have established for an accelerated application process.
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