History
As one of the largest independent distributors of insurance products, supporting clients, advisors, and institutions since 2002, we pride ourselves on local support with family office planning capabilities.
Support
Given our experience in the high-net-worth market space, we understand every firm and advisor has unique needs. We engage and support advisors who have a Broker Dealer and those who do not. Our goal is to become your strategic insurance partner as a valuable addition to your
Independence With infrastructure
- Full Service Advisor Platform
- Centralized Point of Contact for Advisors
- Flexible Reporting
- Data Security and Client Confidentiality
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