Our professional call center, with agents licensed in all 50 states, can make sales on behalf of you or your agency. We offer off-the-shelf and customizable insurance solutions for life, long term care, disability income, and fixed annuity opportunities with options to refer clients by way of drop-ticket, phone or email.
Submit a referral...and we do the rest. Once a policy is placed in-force, you receive fifty percent (50%) of the placed case commissions, payable in accordance with your existing compensation level reflected in our systems on a single case basis when you are licensed in the state of sale. Sales Assist is ideal for middle market business from high net worth focused advisors, non-life insurance focused advisors (banks, broker-dealers, property and casualty agencies, credit unions, registered investment advisors, etc.), or legacy books of business from high-volume life insurance agencies.
*If your agency has a custom process, please access your account via your custom portal.