It’s Simple. We Serve You, The Independent Advisor

We lead the charge to develop and deliver very unique and robust coverage that is custom-tailored to the independent financial advisor.

Learn More

Your Group Benefit Options

The Problem

A young, successful financial advisor, Anthony had recently gotten engaged. He knew that he needed to make some decisions about planning for his future, but he didn’t know where to start.

Our Solution

Anthony spoke with one of our Benefits Consultants, and after just one call, he decided that he wanted to sign up for our Disability and Term-Life products.

All success stories

Our Blog

Wisdom from Monica Soltes

The Council for Disability Awareness is on an important mission to help Americans become more aware of their chances of becoming disabled and how it can impact all aspects of their lives. [Read More]

Posted 8 December 2016

Get in Touch

Have a question?
  • This field is for validation purposes and should be left unchanged.