With an attorney and MSF on staff, our department blends extensive knowledge with problem-solving capabilities and an at-your-service attitude.
Our competitive advantages include:
- Point-of-sale service and highly sophisticated case consultation, to assist you in meeting your clients’ needs, face-to-face.
- Proprietary software for use in policy review, estate business, and tax planning.
- Advanced technical support provided by our knowledgeable team of Advanced Planning Specialists and non-practicing attorneys.
- Large case underwriting support.