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Solutions

[ How our solutions address your Distinct needs ]

Agents & Consultants

Innovation Your Clients Deserve
Original solutions engineered in partnership with leading insurers that offer your high-end clients leading-edge policies.

BGAs

Strengthening Your Bottom Line
Your advisors who serve high-end clientele will finally have the solutions to meet their needs. Our comprehensive support extends well beyond the finish line.

Human Resource Reps

Delivering Victories to Your Team
We consult with corporate decision-makers to help them find original, tailored solutions precision-fit to their highly- compensated team.

EXECUTIVES

With You for the Life of Your Policy
Our generational structure ensures we are here to stay. We are organized to serve your company, you, and your family for the long term.

A-List Term TM

TERM LIFE INSURANCE FOR HIGHLY COMPENSATED

A specifically designed carve-out product for the institutional purchase (employer paid) of individual life insurance for executives, professionals, physicians and other highly compensated individuals – delivered on a specially tailored underwriting basis and pricing schematic.

Executive UL 

LIFE INSURANCE FOR HIGHLY COMPENSATED

Executive UL is an institutional purchase (employer paid) life insurance program on the lives of a distinct group of highly compensated employees without exception, delivered by the issuance of individual insurance policies, underwritten on a guarantee issue type basis.

CEDI TM

DISABILITY INSURANCE FOR HIGHLY COMPENSATED

A specifically designed multi-life disability insurance program providing highly compensated employees the ability to obtain coverage on a corporate paid and/or voluntary and guaranteed issue basis – in a manner otherwise unavailable.