Corporate Brochure

n Marketing in all 50 States and Puerto Rico n 3- to 7-Year Multi-Year Guarantee Annuities (MYGA)

n Up to15% Penalty-Free Partial Surrenders Available

No Set Up Fees

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7- to 10-Year Fixed Index Annuities (FIA)

No Administrative Expenses

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n Single Premium Immediate Annuity (SPIA)

Guaranteed Return of Premium Available

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Accident

Life – Term & Whole Mortgage Protection

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Cancer

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Dental, Vision & Hearing

Out-of-Pocket

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Hospital Indemnity

Short-Term Disability

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n Plan A - Ideal for those that want more coverage, but don’t expect to use a lot of healthcare services. n Plan C - All the basic benefits plus extras designed to keep monthly out-of-pocket expenses predictable.

May have no out-of-pocket expenses for hospital or doctors’ office visits. n Plan G - All the basic benefits plus extra coverage for hospitalization without Part B deductible.

Plan N - All the basic benefits as well as additional coverage for hospitalization.

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Plan F - The most complete Medicare Supplement coverage available. Covers costs in excess of Medicare approved amounts.

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Accident

Final Expense

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Cancer, Heart Attack, and Stroke

Home Health Care Short-Term Care

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Dental, Vision & Hearing

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Accident

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Group Universal Life Hospital Indemnity

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Critical Illness/Cancer Dental/Vision/Hearing

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Term Life Whole Life

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Disability

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Group GAP

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Traditional Medical Stop-Loss

n Partners with highly rated insurance carriers

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n Reference Based Pricing reimbursement model

Risk assessment expertise

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Commercial property types include: w retail, office, medical, multi-family, industrial, and specialty

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n Primary, secondary & tertiary markets across all 50 states

No points or origination fees required

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In-house servicing

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