Our Risk Management Unit (RMU) provides total support to our advisors as they offer protection products and solutions to their clients. We work to support you in all aspects of your protection business, including:
- Life Insurance
- Long-Term Care Insurance
- Disability Income Insurance
Our team provides assistance through the entire process; from contracting, application processing, (including recent ongoing electronic case submission), following your case from and through underwriting, to offer and delivery.
We will assist you with brainstorming your specific cases and then help with illustrations, concepts to make quality recommendations. We provide and open product architecture including direct relationships with several carriers such as John Hancock, Guardian, and Penn Mutual. We are not limited to our offerings as we have access to many other quality companies with excellent support.