Who are we and what do we do? Well, let us give you some basic information about us. We are an independent brokering company. We have contracts with top life insurance providers in the United States. This allows us to provide our clients with the most important thing when it comes to finances, choice. Our priority is to provide our clients with tailor made options that will help them plan for the future. By having contracts with several companies, we can match you up with the best options.
Following the pandemic experience most life insurance providers really simplified their underwriting process. This allows us to perform fact finding, interview, file an application, get everyone’s signatures and deliver you the final policy electronically. Despite being based in North Carolina, we can service you in all 50 states.
Our main target markets are business protection and employee benefits. But of course we can help you with any type of life insurance need. We provide free life insurance consulting and policy reviews. Fell free to contact us about any topic or question you may have relative to the life insurance industry.
We are able to meet you in person, or on Zoom, GoToMeeting, Skype and many other online platforms. One of the ways you start a conversation with us is to fill out our form for a free quote.