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Insurance Agents, CPAs, CFPs, Tax Attorneys, Business Advisors, et al.

  • Full array of Life Insurance and Annuity Products (45+ Companies) for all markets
  • Contracting Services
  • Application Processing
  • In-Site Quote Engine for Term & Guaranteed DB U/L
  • Illustration Services
  • Case Design for All Market Segments
  • Qualified Plan Proposal Service:  Pension, Profit Sharing, 412(e)(3), Section 79, Hybrid ASC S-Corp ESOT, etc.
  • Proprietary, Turn-key Marketing Concepts, Materials, Training.
  • General Consulting On All Insurance Matters
  • Our Proprietary Business Owner Wealth Strategies Module (APS) For Tax Mitigation, Asset Protection, Retirement Enhancement & Succession Planning, With Full Training.  Select the APS tab on our Home Page or the link, Here
  • Advance Planning Consultation & Design:  Business & Estate Planning, Strategies for High Net Worth Clients.
  • Niche Products and Complete Packages in the Non-market Correlated Alternative Space, such as Fractionalized and Whole-Policy Life Settlements As An Asset Class.  Select the NMC Alternatives tab on our Home Page or the link Here
  • Complete, Turn-Key Marketing and Training Packages for All Niches.

 

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