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Business ConsultingMarketing and Lead ProgramsRobust Product Offering

If you're looking to grow or exit your business we can help.

For more than 25 years we've been providing the resources agencies need in order to succeed.

Business Consulting

We help agencies through implementing a step-by-step business plan that includes profit plan, marketing plan, succession plan and financial reporting.

Prospecting Programs

We field-test and verify the prospecting programs we offer to ensure they live up to the highest standards.

Practice Management

We've helped hundreds of agencies at all levels for more than 25 years.

Robust Product Offering

We have the breadth and reach to serve life, annuities and linked benefits at the absolute top levels.

Community

Agencies who work with us access our back-office support team including: advanced case design, compliance, suitability, underwriting, contracting and licensing.

Product Development

We are the only firm that has successfully built and launched 10 top-performing indexed life products.

The Premier Partnership Process


Step 1

Schedule a call.

Step 2

Conduct a business profile and analysis.

Step 3

Due dilligence.

Step 4

Enjoy the benefits of partnering.





Agencies that have partnered with us



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