This website gives you the tools needed to help your clients through the financial storms that many of them will face over their lifetimes. We help you find right solutions using Fixed Annuities, Life Insurance, Disability Income and Long-Term Care Insurance to protect them and their families from financial devastation,
From the website, you can:
- Contract with any carriers we represent (one-time set up)
- Download applications and carrier forms
- Schedule a paramed
- Get underwriting help or pre-screen an applicant
- Get a quick Life Insurance quote
Plus, you'll have the ability to quote Life Insurance from your mobile phone. Call us for instructions on how to make this work on your phone!
The BLOG will replace our weekly newsletters over time to give you carrier updates and sales ideas throughout the year. Please be patient as we transition fully into this new format.
Look in the top left hand corner of each blog post: You can click on Facebook icon to "Like" us on Facebook, which we will use to archive training videos or consumer videos. Or, you can click on e-mail icon, if you have a question or if that post brings a particular client or situation to mind!
Thanks for your continued support,
Barclay and Tim
From the website, you can:
- Contract with any carriers we represent (one-time set up)
- Download applications and carrier forms
- Schedule a paramed
- Get underwriting help or pre-screen an applicant
- Get a quick Life Insurance quote
Plus, you'll have the ability to quote Life Insurance from your mobile phone. Call us for instructions on how to make this work on your phone!
The BLOG will replace our weekly newsletters over time to give you carrier updates and sales ideas throughout the year. Please be patient as we transition fully into this new format.
Look in the top left hand corner of each blog post: You can click on Facebook icon to "Like" us on Facebook, which we will use to archive training videos or consumer videos. Or, you can click on e-mail icon, if you have a question or if that post brings a particular client or situation to mind!
Thanks for your continued support,
Barclay and Tim