About Us

A Competitive Advantage

Industry Pulse

Blueprint for Success

Custom Retirement Solutions

Our Purpose

Your Success is Our Success.

We will be an industry leading retirement and life solutions marketing agency. We will deliver long -term value and service to our agents and their clients. We will stay on the industry pulse to always offer innovative and broad range of insurance solutions..

Our producers appreciate:

  • A Competitive Advantage: We know what it takes to support your retirement and insurance business. We offer marketing and sales resources, industry expertise, and exclusive access to comprehensive industry information. On-line resources include prospecting tool kits, innovative business building ideas and more.
  • Industry Pulse: Industry changes affect your business. We take a proactive approach to these changes, by anticipating their affect on you and your clients. Our extensive experience in the marketplace gives us a deep understanding of both the independent producer’s perspective and the insurance carrier culture and environment.
  • Blueprint for Success: Business-building support - We believe that relationships are the foundation of a successful business, and we develop strong relationships with our producers. Our knowledgeable and experienced team guides you from case design to issue. We prepare customized, individualized case development plans, and provide automated business reporting. Our success depends upon your success.
  • Custom Retirement Solutions: Our partnership with many of the industry-leading carriers provides an impressive portfolio of solutions to meet your client’s unique needs. We partner with over 60 insurance carriers for annuity, life and asset based LTC solutions... so you don’t have to work so hard.

Want to know more? Call 800.743.4930 or contact us today!