Goal discovery with surveys & calculators
Powerful policy visualizations & presentations
AI-powered case design in minutes
Fast review of large insurance portfolios
We handle the legwork, you deliver the value.
Meet long-term client goals, like supplemental retirement income, legacy planning or long-term care
Simplify the decision-making process for clients with intuitive dashboards and client presentations to easily and quickly compare across top carriers and thousands of policies.
Hand off the cumbersome application and underwriting processes to our digital BGA.
Ensure transparent, compliant processes across all client interactions
Effortlessly offer permanent insurance solutions, policy reviews, and better aftercare—without the time drain, complexity, or headaches.
Advanced estate planning & premium financing done right
Business strategies, deferred compensation & succession planning
Charitable strategies & tax relief
Explore multiple commission structures
Not insurance licensed? We can discuss other options
Maximize client life insurance strategies.
We work with you on goal discovery to align with the financial strategy.
We track each step of the process, leveraging our analytics on advanced underwriting and policy issuance.
We offer a range of commission structures and working relationships based on your business design.
We provide effortless policy reviews for your clients, plus professional review for entire blocs of policies—so you can uncover opportunities and sharpen coverage strategies.
Increase death benefit up to 220%
(with the same premium)
Reduce premium an average of 40%
(for the same coverage)
Boost cash values an average of 35%
(for the same premium)
