Partnering With Us

We enjoy teaming with advisors to put client needs front and center. By working side-by-side, we can deliver insurance solutions looking through a wider lens. This creates synergy between the life insurance acquisition and personal or business planning. Our best work is done when working in sync with a client's advisory team. 

Since we spend much of our time working with advisors, many of our new client relationships come directly from attorneys, accountants and wealth managers. We have gained the trust of these advisors, and in turn have earned the privilege to be of service to their clients.

We also partner with financial and insurance advisors to provide their clients with additional services. Through a strategic alliance, we can offer an array of business and estate planning tools and techniques, as well as access to proprietary life insurance products with institutional pricing advantages. Since we are exclusively focused on advanced life insurance strategies, we pose no threat to the core operations of these advisors.