Agency Owners

Did you know that you can increase client retention, and your agencies bottom line when you extend your book of business to Life insurance products? It is a harder decision for your clients to make, if they are considering leaving your agency when you help them manage multiple lines of their insurance needs including life insurance. If you already manage your clients Home, Auto, Renters, Commercial, etc. insurance products. It’s in your agencies best interest to offer them life insurance products. Your client retention will increase, and so is your agencies bottom line.

What we offer is, training, and consulting for you and your agency staff on how to approach life insurance with your current book of business, training in all available products from a variety of different carries, how to creating the Illustration, all the way through the application process, and submitting the application.

Give us the opportunity to partner up with you and your agency, and increase your book of business retention, and bottom line.
Also, you will obtain direct appointments with the following carriers:


Financial Companies
-Ohio National (CA & TX)
-Fidelity & Guaranty Life (CA & TX)
-Transamerica (CA & TX)
-National Life Group/LSW (CA & TX)
-American National (CA & TX)
-AIG (CA & TX)
-Forester (CA & TX)
-United Home Life (CA & TX)
-Gerber Life (CA &TX)
Personal Lines Companies
-Travelers (CA & TX)
-Nationwide/Allied (CA & TX)
-Stillwater (CA)
-Infinity (CA)
-Greenwood General (CA & TX)
-Hagerty (CA)