Individual Life and Wealth Consulting
As a wholesale brokerage firm, we provide marketing and sales support to independent agents and advisors around the globe. We work with insurance agents and brokers, CPAs, money managers, financial advisors, family offices, individuals, and business owners/partners. All of whom benefit from our expansive selection of products, and our marketing and sales support. We are committed to helping create, protect and transfer wealth.
A range of products customized for your needs
Working with financial advisors and business owners, we provide cost-effective insurance and benefit solutions leveraging our buying power across carriers that include:
- Life Insurance. Our tool is designed to aid with income protection, living benefits, and tax-advantaged wealth accumulation.
- Annuities. Products that are designed to give consistent income.
- Disability insurance. Developed to help clients keep income while they may not be able to work.
- Long term care. Solutions for care that extends past a hospitable stay.
- Specialty products. For those exceptional cases not available at typical brokerages.
We are often asked to consult on succession planning and strategy for the sustainability of a business for generations to come.
