We offer the following services to our agents, brokers, advisors, and planners.

Product Training - Customized and Relevant, conducted personally or for entire agencies or groups.

Continuing Education Classes - FREE of charge

Sales Ideas - We welcome the opportunity to discuss your prospects and help you get ready to approach the subject of disability planning.

Client Needs Analysis - We have all the tools you need to get their coverage RIGHT!

Case Design & Illustration Services - There is no need for you to maintain and operate confusing software

Customized Presentation Materials - To maintain your professional appearance.

Sales & Enrollment Assistance - You want an EXPERT to go with you?  Just says so and we will be there for you, and WITHOUT asking for a commission split.

Client Conference Calls - When you need BACK-UP.

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Underwriting Advocacy - Underwriting can be challenging, but it doesn't have to be painful.  Just put our 25+ years experience to work.  We deal with underwriting for you.  Who doesn't need help in this area? 

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Status Reporting - So you ALWAYS know where your cases stand

Help with Delivery and Placement - For example, sometimes there is a must be issued with a rating, rider, or exclusion, or coverage is otherwise modified due to health or financial issues.  We won't leave you hanging, without being able to help a client understand the need or justification for this change, and to reinforce the need and value of the coverage.

In-Force Service - After the sale, we want to stay connected and will do all the "little things" for you, such as an address change, bank change, policy update, etc....  You won't waste time trying to chase down the right person or department to get something done.

One call does it ALL!