History
As one of the largest independent distributors of insurance products, we have been supporting clients, advisors, and institutions since 1987. We pride ourselves on partnering with local independent advisors as well as national financial planning firms.
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 existing platform.
Independence With infrastructure
- Full Service Advisor Platform
- Centralized Point of Contact for Advisors
- Flexible Reporting
- Data Security and Client Confidentiality
Free tool to research the background and experience of financial brokers, advisers and firms.
