Your Competitive Edge For Life Insurance and Annuities

Presented by our Family of Member Companies:

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Our Family of Member Companies

Our Family of Member Companies

Premier Investment Manager

Delivers tailored investment solutions and exclusive opportunities to help financial advisors optimize portfolios and meet the unique needs of high net worth clients.

Premier Investment Manager: Whether you’re an individual client or financial advisor, we offer internally managed strategies and access to external expertise to optimize your investment portfolio.

RIA Services

We offer comprehensive support to independent advisors, simplifying the process of launching and growing their practices.

RIA Services: We offer comprehensive support to independent advisors, simplifying the process of launching and growing their practices.

Marketing & Design

From captivating branding to innovative marketing strategies, we help financial professionals stand out in a crowded market.

Marketing & Design: From captivating branding to innovative marketing strategies, we help financial professionals stand out in a crowded market.

Life, Annuities & Back Office

We provide tailored solutions and expert guidance to help financial professionals navigate complex insurance products and maximize client outcomes.

Life, Annuities & Back Office: We provide tailored solutions and expert guidance to help financial professionals navigate complex insurance products and maximize client outcomes.

IAR Solutions

Specializing in providing crafted, tailored strategies and unwavering exceptional service to assist clients in achieving their diverse array of financial goals.

IAR Solutions: Specializing in providing crafted, tailored strategies and unwavering exceptional service to assist clients in achieving their diverse array of financial goals.

Exclusive Programs:

Elevate Your Advantage

Exclusive Programs: Elevate Your Advantage

Our 1031 Exchange & DST Program provides unmatched expertise, resources, and support to navigate these investment strategies confidently.

Our 1031 Exchange & DST Program provides unmatched expertise, resources, and support to navigate these investment strategies confidently.

A Smarter 401(k) utilizes our “My Risk IQ” method, offering personalized investment guidance through five risk-based allocations.

A Smarter 401(k) utilizes our “My Risk IQ” method, offering personalized investment guidance through five risk-based allocations.

Experience innovative planning with modern solutions that strategically align your clients’ risk tolerance with maximizing net retirement income.

Experience innovative planning with modern solutions that strategically align your clients’ risk tolerance with maximizing net retirement income.

Our tailored program is for CPAs and Fiduciary Advisors aiming to offer innovative financial services to attract High Net Worth individuals.

Our tailored program is for CPAs and Fiduciary Advisors aiming to offer innovative financial services to attract High Net Worth individuals.

Cutting-Edge Advisor Solutions

Cutting-Edge Advisor Solutions

Premier Investment Solutions

Unlock access to exclusive investment opportunities and customized strategies designed to optimize portfolio performance and meet the sophisticated needs of high net worth clients.

Premier Investment Solutions

Unlock access to exclusive investment opportunities and customized strategies designed to optimize portfolio performance and meet the sophisticated needs of high net worth clients.

RIA Compliance & Services

Explore our RIA Services program and embark on the journey of starting your own Registered Investment Advisor (RIA).

RIA Compliance & Services

Explore our RIA Services program and embark on the journey of starting your own Registered Investment Advisor (RIA).

Marketing & Brand Development Services

Benefit from tailored strategies, innovative designs, and targeted campaigns crafted to enhance your brand visibility and attract clients.

Marketing & Brand Development Services

Benefit from tailored strategies, innovative designs, and targeted campaigns crafted to enhance your brand visibility and attract clients.

Life Insurance & Annuity Solutions

Access specialized expertise and resources to effectively incorporate life insurance and annuities into your clients’ financial plans.

Life Insurance & Annuity Solutions

Access specialized expertise and resources to effectively incorporate life insurance and annuities into your clients’ financial plans.

Specialized IAR Programs

Gain the expertise and support needed to navigate regulatory requirements and deliver exceptional financial guidance to your clients.

Specialized IAR Programs

Gain the expertise and support needed to navigate regulatory requirements and deliver exceptional financial guidance to your clients.

Gain Access to This Exclusive Distribution “A” Rated LIFE Product Suite

Why You Should Learn About This Product Suite:

Here are the Key Benefits for Your Clients and Prospects:

  • Built in $2MM of Accelerated Benefit* (ABR) for: Chronic, Critical and Terminal Illness
  • The $2MM ABR* is “full indemnity” NOT “reimbursement” unlike most other ABR plans
  • $2MM ABR* is included on ALL Term Plans, Index UL and Guaranteed UL
  • All products are highly competitive, some rank #1 or #2 in their class amongst their peer group
  • One of the few GUL’s with Return of Premium (ROP)

* Up to 2MM of Accelerated Benefite (ABR)

Here are the Key Benefits and Advantages for You:

  • Top Commissions paid on a higher than industry standard Target Premium
  • 20% Comp. Bonus for qualified producers paid directly from carrier
  • Limited and Exclusive Distribution which means Minimal Competition!
  • Awesome Marketing Programs to generate new sales and 6-figure Life cases
  • Expert case designers for the Simplest to the most Advanced cases
  • MUST HAVE personalized “Client video” for your website or sales presentations!
  • New Streamline Underwriting  for faster decisions on Term, GUL and IUL! Including Preferred Plus rates!
  • Ask us how to qualify for the 2024 Leaders Conference  in Marco Island, FL.

Complete the Form or Call (810) 215-9303

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Contract With Us and Receive Your Own Custom Branded Testimonial Video!

This Solution Can Change Your Clients Lives!

As you can see in the video, Chris utilized his lump sum check from his Life Insurance Policy death benefit to assist him with:

✅ Medical bills

✅ Buying a house on the lake

✅ Buying a house for his son

✅ Helping his daughter have the wedding of her dreams while being able to walk her down the aisle

As Chris said, “This is nothing short of a miracle!”

You can utilize this video by:

✅ Putting it on your website

✅ Sending it in an email

✅ Showing it during client meetings

✅ Build a Social Media Campaign

Complete the form to contact one of our Life Insurance professionals to learn more!

For producer use only. Any examples of future values used in a sales presentation are provided only for demonstrative purposes. This product does not directly participate in any stock or equity investments. Refer to your Benefits Summary & Disclosure Statement, as well as your contract, for the governing contractual provisions.