Centers of Influence
What We Do For You
We deliver exceptional results to you and your client, knowing that successful collaboration among a client’s team of professionals (accountant, estate planning attorney and financial advisor) is essential.
Our life insurance and annuity advisors understand the connection with centers of influence and provide you with the best solutions for clients solidifying your credibility and the value you bring to those relationships.
ESTATE PLANNING LAW FIRMS
Over the past 25 years, we've worked on some of the largest taxable estates in the country and are proud leaders in that market.
CPA FIRMS
We enhance your practice by providing gift and estate tax planning as well as underwriting expertise when you need it.
Benefits Agency
Adding individual life insurance and retirement income solutions to your practice will drive deeper client relationships and increased profitability.
FAMILY OFFICES
We offer case design, underwriting & risk appraisal, advanced planning, complex case negotiation, and first-class customer service.
P & C
We improve client retention by helping you offer life and retirement protection solutions during the new business or renewal process.
