Life Insurance

Life Insurance

Occasionally a client may want to investigate an individual life policy our life insurance calculator will allow your clients to review the cost. Your client may want a more in-depth look in to their insurance needs and want additional insurance over and above their mortgage or for those clients not on title.

Simply complete our referral form and e-mail it to us. We do all the work we  contact the client and go through a needs analysis to find out your clients insurance needs complete the contract and provide the client with their own policy.

  • We keep you up to date on the entire process.
  • The compensation package on these policies is 40% of the annual premium.
  • All you need to do is refer the client to us and we take care of their life insurance needs.

Referral Letter

Needs Analysis

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