Bigger Payouts

Up to 100% with no proprietary products, ticket charges, or hidden fees

The Services You Need

Processing for Life, LTC, DI and Annuity new business, including in-house underwriter—plus broker consulting for all lines of business and personal account managers to shepherd all cases

Powerful Resources

Turnkey compliant marketing materials and lead generation systems; open architecture, multiple custodians and securities trading platforms; multiple CRMs; data aggregation and consolidated client statements; and much more

An Easy Transition

Our experts handle all paperwork and coordinate ACATs and transfers of all assets

A Winning Team

We are a veteran RIA and securities brokerage firm with multiple billions in assets, led by an experienced team including actuaries, attorneys, and other financial professionals