Adviser Support Services

Train You

  1. Traditional Wholesale model.  Provide you the products and the education and let you grow and do it yourself.
  2. ​We will process the business for you, but not be involved much.
  3. ​Average process time 45 days

Partner With You

  1. There's strength in doing things together.
  2. I will work with you on the case for a small % split, but will lead the process and push the process through.
  3. Average process time 22 days
  4. Access to multiple select companies

Do it for you

  1. Give me the client name and information, and I will go and get everything done.
  2. 50%-50% split on everything
  3. Access to multiple select companies
Get Additional Tidbits Here - must be a subscriber
I looked at the market as a whole and saw there were some things that were missing, and people really only had three choices. 


  1. Be with a career company and have specific goals they need you to do for their product.
  2. Go out and get your own contracts with independent companies and try to maintain high quotas with certain companies to get higher payouts
  3. Work with a BGA who aggregates business to get you the higher payout, but may not give you the same service you might want, depending on your production.
I only work with companies that meet a specific set of criteria, and I know are conservative and we can fix solutions for your clients.  To learn more about the companies and how I can help you, please schedule a meeting here.

So I went out and designed a model that I know is unique but it works.  I can work with people in three ways, train you how to do it (traditional wholesaler), partner with you ( I go on app and do everything  for you, but you work under my hierarchy to be able to get the override 20-80 you split) or do it for you (I’m the only one on the app, and I give you 60-40 taking renewals for myself and doing all the servicing.)


I chose certain companies that I felt were solid and had the products I wanted plus they had the underwriting stability and access I wanted as well.  The products I focused on were whole life, Disability Insurance, UL, and Long Term Care.  Schedule an appointment here yo learn more about how I can help you.I believe in providing all the expertise of Underwriting, taking care of applications, moving cases through under 18 business days when possible so you can focus on your man part of the business.  I do have other companies I can use through a BGA relationship, but I lose control on those, and my pay is limited on those as I have to do it based on their structure.  So I hope this help you.
Provide insurance and case design expertise to help you find the right solutions for your clients, and be your back office in assisting you to grow and build.  I put together the different pieces of the insurance puzzle so that your clients are properly protected but also in the right position.