Broker Services


Commitment. We are committed to serving the needs of our clients as well as the advancement of the disability industry as a whole. To that end, we strive to find the proper disability insurance solution for each individual, bringing together the right combination of benefits for the client and risk for the insurance carrier.

Broker Services Include: 

  • Product training and review

  • Consultative review and analysis of a corporate or individual disability need 

  • Preparation of appropriate quotes and plan proposals 

  • Point of sale support 

  • Underwriting advocacy and process management services, including negotiation and case supervision 

  • Policy placement assistance and review 

  • Inforce policy management assistance and maintenance 
Our Carriers:

  • The Standard
  • Principal
  • MetLife
  • Fidelity Security
  • Assurity Life Insurance
  • Illinois Mutual
  • Mutual of Omaha
  • Petersen International










Click on our Featured Carrier of the Month