Comprehensive Support & Partnership Flexibility Options
1) Wholesale model
We’ll walk you through best options and pricing, then you sell it! Don’t worry we’ll still help you process the case and assist with any underwriting. Up to 96% Comp
2) Dedicated Point of Sale Model
Virtual or Live Model. Extension of your insurance planning team. Introduce us then we’ll take it from there! We do all the selling for you! Comp is split 50/50%
3) High Net-Worth Clients
For Client’s over $10M of Net Worth, we have an elite High-End planning team that White Gloves your client through tailored solutions.
4) Quotacy
A personalized link that you send to clients and/or have on your website. Client can see quotes and do applications right from your personalized link! Comp is split 50/50%