Home Old

eApplications/iGo

Electronic applications speed up underwriting. Select from iGo, drop-ticket, accelerated underwriting programs, to full applications.

Forms

Access PDF forms for paper-based applications, supplements, and POS requests organized by insurer, state of issuance, and product type.

Quotes

Customized product presentations and layout, along with the option to pull your own quotes for quick and simple needs.

Core Lines of Business

Life

We are on top of the industry, supplying not only a comprehensive, diverse portfolio of annuities but also the best in market support services.

Long Term Care

We constantly analyze trends in the industry to provide you and your clients with the most innovative and complete services available.

Annuities

We are on top of the industry, supplying not only a comprehensive, diverse portfolio of annuities but also the best in market support services.

Disability Income

We offer a wide range of disability income products, and we understand the complexities of this specialized segment.

A well-thought-out and properly implemented business succession plan gives peace of mind to business owners, their families, employees, and customers alike.

The stakes are high for all affected parties.  As Peter Drucker, the late management expert once noted, “The final test of greatness in a CEO is how well he chooses a successor and whether he can step aside and let his successor run the company.”

The challenge is clear: A business succession plan must be deliberate, manageable, and appropriately funded.

These pages are designed to introduce business owners and their financial advisors to common business succession strategies. Implementation of appropriately chosen plan enable a business to thrive today – and ensure an orderly and tax-efficient transfer upon an owner’s retirement, disability, or death. Business owners, their families, employees, and customers can take comfort in knowing their future is secured structurally and financially.