Help your clients navigate the road to Medicare using our Medicare Map. This helps visualize how the parts of Medicare work and where there may be a gap in coverage.
Explain what is happening in January 2020, good for both agents and clients!
Confidential Needs Analysis
Gather all insurance & health information in one place to help fill the gaps and know what policies the client can qualify for.
Visually explain the benefits of an annuity to your client.
A free service to offer your clients when they purchase a final expense policy.
To see what is included in this service click here.
If your client has some health concerns, we have fact finders for Life insurance, Extended Care, and Medicare Supplements. Utilize these to gather the information and send to us to find the right carrier & plan the first time.