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.
APS Program Client