Life insurance

Two paths to bigger life cases.

Lead the conversation yourself with 73 carriers and in-house underwriting behind you, or introduce the client and let our Advanced Case Design team close it.

Schedule a Call See the carriers

73 Carrier appointments

30+ Years underwriting

45% Less case prep time

How you sell

Hands on, or hands off.

Both routes end in the same place: a case designed properly, underwritten well, and paid at a rate that reflects the work.

Sell it with our support

For advisors who prefer to lead the client conversation and stay in the sales process.

Extensive carrier network. Products from 73 top carriers, so the solution fits the client rather than the shelf.
Intelligent quoting. Ensight™ Intelligent Quote and InsMark prepare cases fast and present them clearly.
In-house underwriting. Thirty years of experience securing optimal health ratings and faster approvals.

Best for Advisors who want to guide their clients with a boutique IMO behind them.

Introduce and earn

For advisors who want to add value without managing the whole process.

We take it from there. Education through to closing. No training, no sales conversations.
No learning curve. Licensed professionals across life, disability and long-term care.
Stronger relationships. Holistic solutions give clients more reasons to stay with you.
Revenue, not overhead. Nobody to hire, nobody to train.

Best for Advisors adding a capability, not a department.

Why us

Sophisticated case design, not a product catalogue.

You get cutting-edge case design and the ability to build solutions customised to genuinely complex needs.

Extensive carrier network

Seventy-three carriers means a broad spectrum of life solutions and a real answer for a difficult client.

In-house underwriting

Thirty years of experience securing optimal health ratings, expediting underwriting and keeping clients happy.

VFO collaboration

Seamless work alongside CPAs and other professionals, so the policy fits the wider plan.

Personalised support

1:1 relationship support from a boutique IMO, tailored to each client’s requirements.

Ensight™ Intelligent Quote

Case prep, cut by up to 45%.

Identify the best carriers against your own criteria, then turn the illustration into a presentation a client can actually follow.

Explore Ensight

An advisor presenting a life insurance design to a client

Carrier agnostic

The right solution, wherever it comes from.

We are committed to putting your clients first with a carrier-agnostic, client-centric approach, so the recommendation is always the best one available.

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