Provide life and long-term care insurance quotes and illustrations on request

Access to major life insurance and long-term care insurance carriers and marketplaces

Research premium pricing, carrier strength, policy features, underwriting requirements, etc.

Provide client and advisor with comprehensive report showing range of policy and pricing options

Apply “best fit” criteria to research findings: focus on meeting client needs in most cost-efficient manner

Make policy recommendations per client objectives and underwriting results

At client’s direction, implement decision to put coverage in force, initiate ongoing administrative process,
and monitor policy performance