Our Services

Our knowledge, experience and expertise in the life insurance business allow us to offer Financial Institutions and Financial Advisors a broad range of services that include:

• Value added marketing, sales, new business and underwriting support
• Advise intermediaries on how to develop their high end life business
• Facilitate placement of jumbo or sub-standard life insurance cases
• Assist financial institutions in developing their life insurance business by cross-selling their wealthy clients
• Enable qualified financial institutions to establish IDF for their PPLI programs
• Managed network of insurance specialists who can serve the insurance needs of clients referred to us

Quality services - advice, case support and business development guided by our expertise and experience.