We hope you have found the information on our web pages useful.  Is there anything you’d like to see in the future?  How can we make it more user friendly for you?  Please tell us how we can improve your experience with our web portal.

If you haven’t worked with us before, we recommend an introductory phone call with one of our case design consultants. Tell us a bit about yourself, your firm, and your needs.  The following team members are a good starting point for an initial conversation:

Our overriding goal is to make it simple and easy for you to assist your prospects and clients fill their insurance needs.  If you are primarily focused on the investment side of financial services, but have an insurance license, we can assist you with turnkey services that include case design, illustrations, point of sale support, taking an application, negotiating underwriting, and providing you with easy policy delivery instructions – and get you paid quickly!

Give us a call today.  If you prefer to schedule a call at a set time, send us an email to give us a couple of times when we can call you during the next few days.  Feel free to send your availability to and we’ll confirm one of us is available to connect with you.

We look forward to saying hello and getting to know you!  Thank you for taking the time to reach out to us.