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.