01
Develop the possibilities
Turn a client’s objectives into coverage designs and carrier comparisons. Your team gains a clear view of the approaches available and how each could serve the plan.
Our services · Outsourced insurance
Extend your team’s expertise. Move client plans forward.
Insurance analysis, case design and implementation support that fits your firm’s planning process.
Your goals, your plan
Start with what you want to accomplish.
Give your clients access to insurance expertise that complements the advice your firm provides. Our desk handles carrier comparisons, underwriting coordination and ongoing service so your team can keep the broader plan moving.
Our desk supports RIAs, broker-dealers, agents, agencies, banks and businesses. We can help with one planning question or provide ongoing support, with scope, communication and compensation agreed before work begins.
Planning opportunities
Ways to move your goals forward.
02
Move the case forward
Move applications, underwriting and delivery forward with a team coordinating the process. We organize carrier feedback and keep your team informed.
03
Build an ongoing relationship
Support clients beyond placement with policy service and regular reviews. We help your team connect each new milestone with the next planning opportunity.
Keeping the plan in view
Bring more possibilities to the planning conversation.
From substantial life insurance needs to survivorship coverage and premium financing, we help your team explore and implement approaches that support the client’s objectives. We organize the policy analysis and coordinate the people involved.
For eligible clients, we also support PPLI and PPVA. Your team receives clear comparisons and implementation support, with suitability, costs and funding requirements reviewed together.
Our planning approachA few practical questions
Before we get started.
Can we begin with a single client?
Yes. A policy review or new case can establish how we work together before your firm decides on ongoing support.
Who communicates with the client?
We agree on that with your firm. We can join meetings or work through your team, obtaining the client’s authorization where needed.
What remains with our team?
Your firm continues its agreed advisory role. We clarify licensing, appointments, compensation and service responsibilities so the client knows who handles each part.
Explore more
Let’s move your financial goals forward.
Tell us what you want to accomplish. We’ll help you build the plan and coordinate the next steps.
Important considerations
Premium financing involves borrowing costs, collateral requirements and repayment risk. PPLI and PPVA involve variable investment risk, fees, liquidity restrictions and eligibility requirements. Product terms and suitability require individual review.