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Advanced Case Design

Put our team to work for you. As you prepare solutions to meet your customers’ financial needs, we’re here to help with in-depth industry insights, long-standing carrier relationships, and specialized services like underwriting and advanced markets. Our team is here to help you craft innovative solutions that meet your customers’ annuity and life insurance needs, from the straightforward to the complex.

Advanced Markets

Our advanced markets department partners with financial, legal, and tax professionals to build holistic client solutions for retirement. From social security strategies to tax law reform, our goal is to help you build customized solutions for your clients by incorporating advanced strategies that meet your unique client needs in easy-to-understand and deliverable terms.

Interested? Let's talk.

Underwriting Services

Our underwriting consultant services allow us to present your cases to the right insurance companies and develop a streamlined underwriting outcome. This service is ideal for large, complex cases, giving you more confidence and providing your clients with more certainty in your insurance solutions. 

Interested? Let's talk.

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