elite service

 Our Elite Service grants you full access to a dedicated Account Executive focused exclusively on your business. Together, we’ll identify your top operational challenges—commonly Annuity New Business and Assets Under Management—and tackle them head-on. During our immersive four week onboarding process, we’ll handle daily tasks while delivering strategic consulting, process improvements, and hands-on implementation to boost your efficiency.

Prestige Service

Our Prestige Service pairs you with a shared Account Executive focused on your most pressing operational challenge—like Annuity New Business, in-force tasks, or Assets Under Management. During our immersive four week onboarding process, we’ll handle the work while also providing consulting and process improvements to boost your overall efficiency.

trainings

Our immersive 2-day in-person course, is designed to provide a comprehensive and tailored training experience. Before even setting foot in our office, we invest time getting to know your team by taking a deep dive into understanding experience levels, and specific challenges they may be facing. This allows us to customize the course content to your exact needs, ensuring that every minute of the training is relevant and impactful.