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We partner with companies with a strong financial history that offer robust product portfolios and competitive rates.

Our first-in-class platform provides the most efficient end-to-end experience for distributing insurance products.

Products

We partner with companies with a strong financial history that offer robust product portfolios and competitive rates. Our first-in-class platform provides the most efficient end-to-end experience for distributing insurance products.

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Insurance Products

Life Insurance

We offer all fixed life products including Term, Universal and Indexed Universal Life.

Annuity

All products including MYGA, Fixed Indexed and SPIA.

Retirement Plans

All products including 401(k), Safe Harbor, Pensions and more.

Estate Planning

Trust-Based

The most comprehensive and complete way to protect your assets and loved ones. 

Will-Based

A plan for who will look after your children and what should happen to your assets.

Probate

Probate on your terms. Choose the plan and level of support that’s right for your unique situation.

Estate Planning

Trust-Based

The most comprehensive and complete way to protect your assets and loved ones. 

Will-Based

A plan for who will look after your children and what should happen to your assets.

Probate

Probate on your terms. Choose the plan and level of support that’s right for your unique situation.