Life insurance
Policies designed to protect legacies and adapt to life changes.
Provides insurance solutions and case support for wealth managers, insurance advisors, property and casualty firms, and employee benefits firms. Services include designing and implementing coverage for personal and business planning, with underwriting expertise, case design, marketing support, educational sales tools, and back-office assistance. Quote and application tools support case placement, while online tools provide case status and policy notes. Specialties include life insurance, annuities, long-term care, and disability income, including sophisticated and impaired risk cases for affluent clients. The company works with partner carriers through its membership in Insurance Designers of America. Its office is in Needham, Massachusetts.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Policies designed to protect legacies and adapt to life changes.
Plans intended to provide financial security amid uncertainty.
Underwriting and case support for complex affluent-market needs.
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