Building and preserving wealth together.

1-800-561-1177

I have a client with particular health concerns. What should I do?

The best way for you to help your client or prospect, is for you to prepare a summary of health issues, detailing dates, treatments and medications, if any.

Then, forward this information in an email to your New Business Account Manager or Inside Sales Associate, we will communicate with the underwriter departments for direction. Typical response times from our carriers range from 1 to 5 business days during peak times.