Our integrated platform enables our Firms to serve the broad needs of their sophisticated clients.

Holistic planning strategies and solutions are coordinated and leveraged across the product and regulatory spectrums. With core disciplines in individual insurance and financial products as well as corporate and business solutions, our platform also includes a top-tier broker dealer to support our Firms with multidiscipline practices as well as a corporate RIA.

INDEPENDENT LIFE

50-state life agency, national network and producer group consisting of 175+ elite independent Firms

BROKER DEALER

Top-tier Broker-Dealer for independent life firms with multi-discipline practices

CORPORATE & BUSINESS SOLUTIONS

Sophisticated suite of products and services serving middle-market companies and their executives

ADVISORY

Robust advisory platform supported by preferred selling arrangements with top asset managers