A full-service back office you can count on

Our dynamic life team can help you plan the initial and ongoing client assessment and evaluate needs; negotiate and coordinate with vendors and carriers and implement a case management plan with ongoing monitoring to ensure quality and appropriate product delivery. Providing turn-around times and placement ratios higher than industry standards, the experts at Asset for Life are always ready to provide quick, friendly assistance with:

• Life contracting
• Life quotes (term and universal life comparisons)
• New business processing and tracking
• Impaired risk carriers
• Case analysis and design

Our world-class staff is ready to assist you with cases ranging from the basic wealth transfer case to the advanced estate planning and premium finance scenarios. We work with more than 20 top-rated life insurance carriers and offer a full range of life insurance products.

Log into the Advisor Portal and choose "Life Department" under the "I want to" menu to learn more