Case support
& illustrations

Request an illustration

Need an illustration or a revision to an existing one? We got you. Illustrations are typically completed within 1 to 2 business days.

Radically Innovative Case Design

With over 75 years of combined experience in developing comprehensive plans, we work with you to identify the right combination of strategies for your clients.

We excel in advanced case designs customized to meet clients' unique needs, working tirelessly to find the right solutions—from tax-free wealth and income, wealth transfer and long-term care strategies to capital gains bypass and executive benefits planning. Request a case design below. Please allow 4 to 5 business days to complete your request.





Proactive Support for All your illustration needs

Our team takes extra time and care up front to assess each case on an individual basis. We equip you with all the information you need to pre-qualify your client's underwriting, typically within 48 hours or less. With our simple yet thorough illustration request forms, we're able to provide accurate quoting and eliminate questions that may come up during the underwriting process—saving you and your clients time and frustration.

Keep in mind that the illustration request forms are designed to help you get a complete understanding of your client's financial status, goals and needs. The information gathered is essential to helping you better serve clients and convert sales. We're here to help, so reach out to us anytime for assistance.

Have questions about the life new business process? Check out this guide.

If I need an illustration, it is done on time. If I need it immediately, it's done immediately. Whenever I have support questions, they are handled quickly and with great courtesy. Being from NJ, we tend to be suspect of “nice” people, but after a couple of years working with Peak Pro Financial, they are really as nice as they seem.

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I am a retirement income planning advisor with an eye on tax strategies to help my clients get the most out of each income source. Peak Pro Financial's elite expertise in case design helps my clients get the maximum benefits at the lowest cost possible. Plus, they back up their guidance with proof of how the numbers work in each case.

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