Experts in Business, Estate and Personal Insurance Planning

Apps & Forms Engine

Access new business and policy holder services forms organized by carrier, state of issuance and product type. 


Everything you need to know about the contracting process including: basic contracting requirements, how to get contracted, and downloadable contracting kit for new and existing CPS producers.

Online Quoting

Quote all of your favorite insurance products with a click of the mouse using Vital Suite and WinFlex Web online quoting solutions. In seconds receive a response from top carriers.

Core Lines of Business

We are on top of the industry, supplying not only a comprehensive, diverse portfolio of annuities but also the best in market support services.

We offer a wide range of disability income products, and we understand the complexities of this specialized segment.

We have a passion for sound long-term financial planning. We continuously research and evaluate the best products the industry provides. We help you offer your clients options to suit their needs

We constantly analyze trends in the industry to provide you and your clients with the most innovative and complete services available.

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