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The Agency Partnership Program

You: Have an agency that does life, health, or P&C.
We: Become your agency’s annuity extension.


Keep your focus on your core competencies while we handle the annuity opportunities.



You are leaving money on the table. A lot of it.

For example, we train agents how to comb through their existing book of business. The direct mail letter that we have agents send to their entire book has a 13% response rate. And we close 98% of moveable money.



You as the agency owner are in control of compensation. We can structure it in 2 ways:

  1. Pay you the full split and then you pay the writing agent.
  2. Pay the agent directly and you an override.

Agency Partnership Form

Schedule a Call

To make it a 3-way call with your client, click “Add guest” and enter your client’s email.

Below, enter your client’s phone so that they get text reminders about the call.


Phone Call