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Who We Are
Our Story
We understand your business and are dedicated to our advisors, creating a spirit of camaraderie and success so you can make more money, in less time, and enjoy the journey.
Our Team
Our team works together to create an ecosystem focused on advisor success, providing the support you need to take your business to new heights.
What We Do
Products & Carriers
We serve multiple lines of business; Life, Annuity, Long Term Care, and Disability. Our stable of over 50+ carriers makes it easy to select the right product for your client’s solution.
Operations Platform
We help you expedite product, processes, and payouts with state-of-the-art technology, creative underwriting, and broad carrier access.
Illustration Request & Design
Need to send us a request for an illustration or case design? Have a question on the best carrier or product? We can help you here.
How We Help
Strategic Marketing
We help you attract clients, generate revenue, and amp business growth with unique strategies and our high-level business accelerator model.
Business Branding
We help you define your brand, creating logos, business cards and other marketing materials you need to make your mark.
Advisor Basecamp
Our toolbox provides everything you need to write business at your fingertips, making your journey to the top faster and easier.
Contact
Get In Touch
Contact us for help with any producer related question or concern. Our goal is your success.
Insured Individuals
Need help with a claim or question? We can help you right here.
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Disability Illustration Request
Disability Insurance Request
Producer Information
Please complete the following contact information questions below.
Producer First Name:
Producer Last Name:
Producer State:
Please select an option below...
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
Company:
Phone:
Email:
Email Address:
Your Account Executive
Josh Lipson
Nick Lapi
Alex Kamerer
Client Information
Please complete the following client related contact information questions below.
Client First Name:
Client Last Name:
Date of Birth:
MM slash DD slash YYYY
Gender:
Male
Female
State of Residence:
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
Tobacco Use?
Yes
No
Occupation:
Duties / Titles:
Annual Income:
Business Owner:
Yes
No
Years of Ownership:
% of Ownership:
# of Full-time Employees:
# of W-2
# of EE's
Existing Coverage:
Group
Personal
Payment Schedule:
Self-Paid
Employer-Paid
Coverage Amount:
Status of Coverage:
No Coverage
Policy Information
Please complete the following questions regarding the policy information.
Plan Type:
Personal:
Business Overhead:
Buy / Sell:
Elimination Period:
Personal:
Business Overhead:
Buy / Sell:
Benefit Period:
Personal:
Business Overhead:
Buy / Sell:
Desired Monthly Benefit:
COLA:
Other Benefits:
Additional Riders
Catastrophic
Regular Occupation
Residual
Medical History / Issues:
CAPTCHA
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