Amplify IUL production with RETIREMENT OPTIMIZED, our powerful turnkey marketing kit
Call 866.866.7050


Our highly trained specialists have a track record of success  


22 days

Average turnaround time for medical underwriting



YTD approval rate



Policy retention rate


Our team of experts is known for providing top-tier service and support to our agents. We aim to make this as easy as possible for you, so you can spend more time doing what matters most: addressing your clients' needs and growing your business.

What we do for you

Throughout the entire underwriting process, our team will keep you updated every step of the way, so you'll have peace of mind knowing your client's application is in good hands. By being exceptionally proactive and holding carriers to our high standards, we've been able to average a turnaround time of 22 days for medical underwriting. Count on us to: 

1. Order the exams and medical records required by underwriting

2. Pre-qualify your clients

3. Create a detailed cover letter for quick processing and submit the entire application to the carrier

4. Follow up daily to help expedite the process

5. Address questions in a timely manner and relay outstanding requirements to you


Have questions or need to fax a submission?

Call our New Business team directly at 866.866.7050 ext. 3, or email us at

Send faxed submissions* to 888.370.2122.





*IMPORTANT: Submissions received after 3:00 pm MST will be processed on the following business day.

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