If you understand that your client requires life insurance and/or living benefits to protect their assets, but doesn’t understand or want to embark on the process to put such insurance in place, then consider working with us under our Point-of-Sale model. We will partner with you to help identify the needs and shortfalls of your client’s assets. Once a client's needs are identified, we will coordinate with you throughout the following process:

• Case Design: We will assist you with designing a solution for your client
  
  
• Joint Client Presentation: If you choose, we will join and provide support during your client meetings
  
  
• Application Process: Provide you with support throughout the application process
  
  
• Underwriting Review: We assist with any underwriting requirements and see it through to final offer
  
  
• Offer Process: Once an offer is made to your client, we will coordinate with you and your client to present the final premium and coordinate next steps
  
  
• Policy Issuance: Once the client's policy has been issued, we work with you to deliver the policy and make sure that all delivery requirements have been completed properly to put the policy inforce
  

We know that the life insurance process can sometimes be daunting, so we hope that this process we offer makes you more confident to make it a meaningful part of your practice.