Wealth Transfer Tools
Life Insurance 10X
Life Insurance 10X is a compilation of unique tools and processes designed to make the life insurance experience ten times (10X) better for advisors and clients. Life Insurance 10X is comprised of 5 main principles: 1) Recommending and working only with companies committed to policyholders, 2) Products customized to client needs, 3) Competitive underwriting to obtain the best underwriting class, 4) Optimizing the policy to allow the client to benefit from the unique tax advantages life insurance can bring and 5) Ongoing management and monitoring of the policy over the long-run. Learn More
Streamline your back-office operations using our proprietary platform for processing new business and service items digitally, including the ability to make financial planning requests and track in-progress cases.
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