As a national leader in advanced tax, legacy, business owner and insurance planning, we seek to partner with other top life insurance advisors who want a hands-on and innovative agency to contract with. We refer to these as Agency Partnerships.
What is the difference between an Agency Partner and Affinity Partner?
Our Agency Partners focus on life insurance and fixed insurance solutions only and do not offer other financial, legal or tax services. Our Affinity Partners typically focus their time and expertise on financial, legal or tax services other than life insurance.
Our Agency Partnerships may provide :
- A General Agency platform for you
- Access to our new business and underwriting team
- Advanced Case Design from a team of tax, law, financial and insurance experts
- Lead Generation tools, marketing funnels, and video production
- Events, workshops, and webinars
- Education on a variety of tax, legal, financial and insurance strategies
- Back Office, In office and virtual support for your cases and your clients
- An increase in and diversification of your revenue
- A positive impact on your client retention and attraction
- The edge you need against your competition