Yours Free Today:
Seeing More Prospects, Writing Higher Target Premiums in 2017

Increased profit margins (over rides) in 2017 for accountants, insurance wholesalers and life insurance agents / brokers

This executive briefing outlines untapped growth plays in three segments of the life insurance and financial planning space:

One: agents / brokers focused on COLI and other business lines life insurance clients

Two: BGAs / FMOs less than $5 million in target premiums and independent insurance wholesalers

Three: accountants and tax preparers seeking to grow business via what AICPA classifies as PFP (personal financial planning)