About Us
Let us help you navigate income and asset protection solutions
Representing top rated insurance companies and utilizing a consultative process, our unbiased and education first approach allows for a confident and comfortable decision making process.
We partner with financial professionals to help their clients protect their financial futures. Our mission is to be an extension of you and your brand, understand your challenges and frame our services to your specific needs.
EXPERT GUIDANCE
Why Choose Us?
01
A Value Based Partnership
Gives you piece of mind your clients are protected and you can focus on your core competencies.
02
Consultative, Unbiased and Educational
And only representing the top rated insurance companies allows for a confident decision making process.
03
Efficiencies and Scalability
Focus on your strengths and delegate the rest to improve your capacity and elevate client experience.
TAILORED SOLUTIONS
Who We Serve
Insurance That Works for You
Who We Serve
We serve individuals, financial advisors, associations, and employers by providing tailored disability insurance solutions that protect incomes, assets, and financial futures with expert guidance and a multi-carrier platform.
Advisors
Interested in wholesale disability insurance consulting services featuring dedicated experts, comparative analysis and technical support within a multi-carrier platform? And competitive bonus plans?
Individuals
Interested in protecting your most valuable asset? Your income? Let us help you with an unbiased comparison of the major insurance companies based on your unique situation.
Associations
Interested in a discounted disability insurance program for you association? It’s not only a valuable benefit for existing members but also a great way to entice new ones. Simplified issue programs may also be available.
Employers
Interested in providing disability insurance coverage to your employees or key executives? Discounted and simplified underwriting available for qualifying groups..
Our Clients Love Us
“Jim has been a great partner for me. Having access to his wisdom and insight has proved invaluable with my clients. I wouldn’t hesitate to recommend Jim to my peers and colleagues“
– Kenneth K.
“I have been an L&Q – Honor Role Member of MDRT for over 40 years and have known Jim Brown professionally for over 20 years. Jim, has always been a great business partner; a man of his word, who has consistently performed beyond my expectations. He has always recommended better ways to approach our clients solutions and has been instrumental in the underwriting process to achieve better customer outcomes. During this period Jim and I have developed more than a professional relationship; I call him a friend“
- Don F.
“Jim never drops the ball. He is competent, experienced, responsive, reliable, trustworthy, and pleasant to work with”
- Steve H.
Disability Insurance, Simplified