Video Basics

Our short videos cover basic concepts that help you educate and serve your clients. View them below.

Life Insurance: Leverage for Legacy
In this video, Eric discusses a scenario where money that will be inherited can be leveraged for maximum benefit for the beneficiaries.

Life Insurance: Policy Reviews
In this video, Eric discusses the importance of policy reviews, and how they can be int he best interest for both advisors and clients.


Carrier Matrix

Our wide range of products and carriers ensures you’re able to offer the best selection and value to clients