Advanced Markets

Our Advanced Markets Case Design has an instant impact on your business and gives you a significant advantage in delivering the right results to your clients.

Our advanced markets team can help you design a variety of cases to help you win your next sale.  Whether its a large case or a small case, we have strategies and design that can help you win!

Some of our Advanced Strategies Include:

Premium Finance

We have a proprietary process that will put you ahead of your competition and we can present and travel to help close more sales. Have your own method? No problem, let us know how we can help.

Corporate Split-Dollar

Attraction & Retention strategies are becoming a more and more important part of planning.  Let us help you design your next case.  We also can travel to help you close the case.

Generational Split-Dollar

There can be some very unique benefits to High Net Worth Families to employ a generational split-dollar plan.  Let us help you design your next case.

Estate Planning

Estate Planning is not dead.  Don't punt until 2025 on your planning, engage us to help you win your next sale!

Let us use our experience to help you win your next advanced planning case.

Need Training?  Join our Advanced Markets Monday Sessions.

These sessions are supported by our Advanced Markets Team and we include specific insurance carrier support for some of our sessions.  Each session is designed to be 30 mins and start at 10:30am Mountain Time each Monday.  Click the button to learn more and register for our next event!

Our case studies

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Tell us about your case

Let us help you design your next advanced case

Contact us today and get started on your success.