Case Studies

We have helped hundreds of agents deliver unique solutions to their clients.  Here, you will find a selection of our work.  Take a look at some of the results we have delivered.

Social Media Marketing
Financial alternatives for your clients.
A new way to approach Pension Maximization Strategies
Utilizing life insurance to help with the sequence of returns during retirement helps protect…
A smart look at utilizing Modified Endowment Contracts
A Proprietary Process for Premium Finance
A look at a unique idea help you drive the Long Term Care conversation…
Transitioning an estate with a closely held business or farm does not need to…