What we do

Strategic Insurance Solutions

We are dedicated to your ongoing success as a financial professional by partnering with you in providing Long Term Care Strategic Insurance Solutions for proper integration into your clients’ financial plans.

What we do for you

Pocket of WealthSM Sales System

Opportunity rarely knocks more than once in a lifetime.  What we offer you is a rare and 2nd opportunity.  While helping your clients solve a HUGE and looming financial problem (that only grows worse over time), and protecting yourself from legal liability, you will also create a major new profit center for yourself and your agents using our Pocket of WealthSM Sales System.

Benefits of working with us

Illustration Design Assistance

Illustration design assistance is for those agents who are absolutely committed to building thier business with us. We offer our expertise and a request form for specific cases.

On Staff Registered Nurse

Our on-staff Registed Nurse is a tremendous resource for those difficult to place cases and clients that may benefit from special medical consideration.

Unparalleled Support

At the very heart of our business is a genuine desire to provide customized support. As you committ to us, we will committ to you and help you grow your business.

Sales Training & Strategies

We bring a mix of proven experience & entrepreneurial spirit that will translate into powerful training webinars and custom tailored business strategies & solutions.