View Our Process

Preliminary Application

preliminary online application for insurance and annuity products

Owners First Name

Owners Last Name







Our Process

1
Apply Today

Fill out our preliminary online application

2
Phone Meeting

Our team will review your application and reach out to you to confirm details

3
Processing/ Funding

Most insurers will have a processing period of a few weeks to accept the application

Receive Official Contract

Once the processing is complete ( 7-10 days ), the insurer will provide us with your formal policy documentation, which we’ll pass along to you and make available in our online client portal.

You’ll always have 10 days from the time you receive the policy to reject it for any reason. This is called the “Free Look Provision”, and it’s required by law.

We can help you make the most of what you have!