Sales Assist

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.

How It Works

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.

What We Do

Conduct the Needs Analysis

Select the Correct Product

Make the Sale

Take the Application

Coordinate the Paramedical Exam

Obtain Outstanding Requirements

Deliver the Policy

Pay Commissions

Three Options to Get Started

*If your agency has a custom process, please access your account via your custom portal.