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Insurance & Annuity

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I know I have more opportunities for fixed product placement; I just need it to be easy.

We are here to help with all of your Risk Management needs!

Our concierge-level services offer you support in a number of areas. Rely on our case design support to free your time to focus on delivering timely, quality solutions. Utilize our marketing concepts and consultation experience to secure niche, complex cases.

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What we do for you:

  • Serve as your new case manager (from submission to commission)
  • On-boarding / licensing / contracting / carrier appointments
  • Carrier and product due diligence
  • Access to top carriers, products and training
  • Consultation
  • Advanced case design and illustrations 
  • Life insurance
  • Annuity
  • Health insurance
  • LTC
  • Disability
  • Financial planning
  • Applications / paperwork / submission / tracking
  • Underwriting
  • Product training and education
  • Advanced tax and estate planning concepts
  • Retirement plans
  • Marketing and sales ideas
  • Problem resolution (NIGOs and more!)

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We partner with Brokers International, a premier National Marketing Organization, to bring you exceptional service, innovative tools, and proven marketing programs.

Call us with your next case design opportunity and let us show you the type of work we do!
Contact Andrew Jensen at a.jensen@VFGhelps.com to learn more.