Agent Services

24-hour illustration turn-around


Concierge services

  • Scheduling medical exams (if necessary)
  • Obtaining APS statements / medical records
  • Weekly status updates on cases 
  • Underwriting liaison services
  • Point of sale assistance
    • Need help closing a case? We have you covered!
    • Are you a Wealth Manager who doesn’t want to sell insurance, but wants to reap the benefits? We have you covered!

Advanced Markets support 

  • Trust and estate planning attorney available for case consultations
  • CFP(R) available for case design, consultation, and implementation
  • Business valuation services*

EZ Underwriting programs (for most carriers)

  • Get an underwriting decision in as little as twenty four hours with no medical exam*

Electronic applications and policy delivery documents:

  • Most carriers on our platform have the option for fully electronic applications and policy deliveries


Plan modeling in:

  • eMoney® 
  • MoneyGuidePro®
  • NaviPlan®

Our platform will help comply with your fiduciary standard to select the right product for your client