We power a more efficient insurance industry through capital, tailored financing solutions, and the distribution of life and senior market insurance and other financial products
Our Commission Acceleration Program (CAP) is designed to provide life and health insurance agents like you with financial flexibility, quickly and easily. Our innovative actuarial model values your existing book of business based on a detailed assessment of the risk features of your in-force policies, including the potential for policy lapse, policyholder death, policyholder claim, carrier payment risk, agent vesting rules and the age of the underlying policy. Use the funds for: taxes, investment in expansion or diversification of your business, unexpected medical bills, purchase of a second home, investment opportunities, college expenses.
We finance third party agencies through commission purchases, commission heaping programs, and other financial arrangements. We also acquire life and health insurance agencies ranging in size from single-agent operations to major national distributors. Let us tailor a custom solution based on your operations and comissions.
We are a major national distributor of life, health and senior market insurance products through career agent forces, traditional brokerage operations, and external call center partners. Our financing capabilities enable us to provide flexible solutions for carriers such as level commissions and commission payment services.
Our interns engage in asset valuation, acquisitions, data analysis, and project management while working alongside the actuarial, operations, and finance teams.