Service-Based Wholesaling

Building relationships between banks and insurance companies by finding financial solutions in challenging rate environments since 2009.

Product Info and Forms

Wealth Protection - Long Term Care

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Financial Solutions

  • Fixed and fixed-indexed annuities
  • Simplified life and long-term care annuities

Partnership

We partner with and provide wholesaling support with top-rated Insurance Companies including: Lincoln, OneAmerica (State Life), and American Equity.

Service

Quality team servicing