Your success is our business.

Who we are

We partner with financial professionals to address clients’ needs with insurance and annuity solutions for income, estate and business planning, as well as protection for life’s uncertainties. Our partner firms include financial institutions, insurance retailers, broker-dealers and the industry’s top life and annuity carriers.

Institutions today are providing a variety of solutions for clients’ financial needs. We deliver specialized expertise and customized support they need to reach a higher level of performance.”

Edward Cassidy, Founder
> $100 M

Annual

Life Premium

$1 B

Annual

Annuity Deposits

200

Employees located

Nationwide

WHY WORK WITH US

One size doesn’t fit all. That’s why we limit our partnerships and fully align with our partners’ objectives, organizations and processes. The result is strict adherence to institutional standards, reliable service and a consistent client experience.

Our Capabilities

We offer a complete set of professional capabilities for meeting a variety of insurance needs

Good Service

Assisted
Sales

In-person and on-demand expertise for creating and proposing insurance solutions for clients

Commitment to this Business

Traditional
Wholesaling

Product representation that goes beyond features, combining winning concepts, service and training

Representing with Integrity

New Business Operations

Efficient and compliant case management and facilitation

Representing with Integrity

Custom
Product Design

Insight and product know-how to develop and deliver new and refreshed products to market