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Outsourced Insurance Desk

Offer clients more tailored insurance solutions with the Outsourced Insurance Desk, an objective, fee-based multi-carrier platform.
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Maximize objectivity with more carrier options

We’ll help you provide clients with a variety of objective, fee-based annuities and life insurance solutions that meet their retirement goals.
Industry expertise you can count on
Our qualified, licensed insurance professionals are well-versed in multi-carrier solutions. Lean on us for objective recommendations you can trust.
Insurance solutions with options
We offer scalable annuities, life insurance and long-term care solutions designed to meet the many needs of your clients. We work closely with you to determine the best options for them.
A transparent approach
We work directly with you as a trusted resource to better meet your clients' needs.
Financial professional on a smartphone talking to a client.
We’re an extension of your team
We’re invested in your success from the begining. That’s why we strive to provide you and your clients with personalized support at every step.
We make planning for the future simple
Securing your clients’ plans for the future shouldn’t be complicated. That’s why we make it easy for you to efficiently tailor insurance solutions to meet your clients’ needs.
1
Create personalized solutions
We’ll work with you to understand your client’s needs and develop solutions. Together, we’ll present a plan tailored to your client’s needs.
2
Simplify the application
When your client is ready, we can directly handle their application process or support you along the way.
3
Provide ongoing support
Monitor everything online through a seamless portfolio management system. We’ll be there to help with service requests as needed.
Interested in moving your business forward with the Outsourced Insurance Desk?
Tell us a little about yourself to connect with our team today.

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