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Tools & Resources
Tools for the Modern Insurance Agent Resources & Methods For Protecting Your Client’s Interests
Whether it’s Term, Whole-Life, or Universal the need for life insurance never ends. As an insurance agent, it’s up to you to meet people where they are and find them the protection that they’re in need of. Sometimes that means you’ll find yourself in situations where, without the proper tools, you’ll suffer (or worse, your client will.) That’s why we’ve put together an evolving collection of premium resources for life insurance agents to use in their everyday routine.
You’ll find client handouts and product information. You’ll find quote engines, and sales training. Videos, Rates, Professional Articles, Needs Calculators, Incentives, and More.


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Insights
The Annuity Opportunity: Why Advisors Need to Act Now Copy
In an era of economic uncertainty, a remarkable opportunity has emerged in the annuity market that demands immediate attention from financial advisors. According to LIMRA, total annuity sales have surged to $331.2 billion in the first nine months of 2024, marking an extraordinary 23% increase and setting the stage for another record-breaking year. This unprecedented growth isn’t just a statistic—it’s a clear signal that the time to act is now. The Perfect Storm of Market […]
Kicking Off Q2: Your Trusted Partner for Success
As we approach the second quarter of 2025, it is remarkable how quickly the year is progressing. We hope the past few months have brought valuable opportunities your way and that any challenges have been met with confidence and success. At our office, we remain committed to enhancing communication and providing the highest level of support to meet your evolving needs. Whether you are addressing immediate concerns or exploring new sales opportunities, we are here […]
A Time of Reflection and Gratitude
As we enter December, a time of reflection and anticipation, I want to express my heartfelt gratitude to each of you. Thank you for continuing to trust our agency to support you in meeting your clients’ needs. Our goal is to seamlessly complement your process by addressing the risks that impact your clients’ health or business without diverting your core focus. We strive to enhance your services in a way that aligns with your model […]
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