For The Financial Professional:
- A standard, short-form application process with options from multiple insurance carriers.
- An effortless way to add life insurance planning as an additional service to their clients.
- An easy quoting tool to obtain competitive rates and determine a client’s need for coverage.
- Secure access to their individual client records library.
- A robust local support team working on their behalf and with our fulfillment group.
- A client-facing education and direct-buy platform.
makes it effortless for financial professionals and institutions to offer life insurance as a service in a manner that is complementary to their core business.
B2B / Financial Institutions:
- A seamless process for implementing life insurance planning.
- Compliance integration for ensuring only approved carriers and products are offered.
- Secure, real-time dashboard reporting access to track revenue and obtain policy information.
- An experienced, fully-staffed dedicated fulfillment team.
- Institution branded consumer-direct term insurance marketplace that can be placed on client-facing sites.