Platform Buildout +
Contract Negotiation

We build dedicated insurance platforms specifically for RIA’s, Wealth Managers and Brokers. We save them years of trial and error, missed opportunities and lost revenues by shortcutting the process, securing the contracts and training their staff to sell through to clients.

What We Offer

Startup, Strategy + Insurance Model

A full review of  your current business model, including client base, AUM and products. We also assess your advisors to determine production and compensation. Finally, we develop an insurance model suited to your firm’s objectives, clients and talent resources.

Contract Sourcing + Commission Negotiation

We source the best IMO or BGA for your firm, and negotiate all of the contract rates, saving you years of time and untold amounts of aggravation. Our negotiated comp rates are 30-40% higher than you’ll receive if you try to work direct.

Setup of Compliant Insurance Entity

We source the best IMO or BGA for your firm, and negotiate all of the contract rates, saving you years of time and untold amounts of aggravation. Our negotiated comp rates are 30-40% higher than you’ll receive if you try to work direct.

Client Acquisition +
Selling System

Turnkey-system for the entire sales process – from initial outreach, product marketing, policy-to-client matching, pitching, and closing. We show you how to identify ideal clients, how to acquire and close them and, most importantly, how to sell them insurance.

Advisor Training +
Recruitment Platform

A standardized process for recruiting new advisors and training them to sell insurance products through to their clients. We help you identify and support top performers to achieve maximum commission payouts to grow your client base and overall book of business.

Multiple Contract Offerings

We do a deep dive into your business and then match the right types of insurance to your client base. The result is ideal mix with maximum revenue potential. Product lines include: Term Life Insurance, Permanent Life, Property & Casualty, Disability, Long-Term Care and Annuities.

Startup, Strategy + Insurance Model

A full review of  your current business model, including client base, AUM and products. We also assess your advisors to determine production and compensation. Finally, we develop an insurance model suited to your firm’s objectives, clients and talent resources.

Contract Sourcing + Commission Negotiation

We source the best IMO or BGA for your firm, and negotiate all of the contract rates, saving you years of time and untold amounts of aggravation. Our negotiated comp rates are 30-40% higher than you’ll receive if you try to work direct.

Setup of Compliant Insurance Entity

Setup of a segregated, compliant insurance entity. We ensure the correct corporate structure, licensing, liability coverage, accounting and back office integration. And then we plug you into your IMO’s dashboard, so you can seamlessly sell through to your clients and manage your payouts.

Client Acquisition + Selling System

Turnkey-system for the entire sales process – from initial outreach, product marketing, policy-to-client matching, pitching, and closing. We show you how to identify ideal clients, how to acquire and close them and, most importantly, how to sell them insurance.

Advisor Training + Recruitment Platform

A standardized process for recruiting new advisors and training them to sell insurance products through to their clients. We help you identify and support top performers to achieve maximum commission payouts to grow your client base and overall book of business.

Multiple Contract Offerings

We do a deep dive into your business and then match the right types of insurance to your client base. The result is ideal mix with maximum revenue potential. Product lines include: Term Life Insurance, Permanent Life, Property & Casualty, Disability, Long-Term Care and Annuities.

Talk to Us

Find out how we can help you build your business, grow your revenues or get your deal completed. Contact us to learn more.