CalSurance Associates offers professional and management liability insurance sales, service, and support. We provide insurance brokerage, group program management and administration, risk management, and loss prevention services. We consistently add value to our programs through flexible program design, customized features, and adaptive proprietary administration systems. Our broad range of services ... Read More
Capital Synergy Partners is a full service broker dealer and registered investment advisor built by successful Life Insurance professionals and financial advisors to enhance the practices of established, independent, like-minded professionals. Our financial advisors are independent, professional business owners focused on helping their clients achieve their financial and life goals.
The ... Read More
What We Do
Since 2007 ConnectAndSell has helped sales representatives at nearly 1000 companies, including hundreds of technology startups and several Fortune 500 companies, overcome the challenges of getting people on the phone. We help companies grow their revenues faster than it’s practical to grow their sales teams by allowing existing ... Read More
Consilio focuses intensely on being the best management, sales and customer service training and consulting firm anywhere, at any price. Ten of the Fortune 50 companies are clients of Consilio.
Consilio works with high-performing sales and customer service companies across many industries. The firm has developed a specialty in the insurance ... Read More
Coventry created the secondary market for life insurance, coining the term “life settlement” to describe the transaction that enables policyowners to sell their unneeded life insurance policies. For more than 20 years, Coventry has been the life settlement market leader, driving the industry forward and expanding opportunities for ... Read More
CPS Insurance Services has been a leader in the Life Insurance Brokerage Community for over 4 decades. CPS is a values driven business with a balanced approach to growth that emphasizes integrity and service to all of its stakeholders. Its employees, its brokers and their clients, along with its carriers ... Read More
ExamOne is committed to ensuring the underwriting requirement process is quick and convenient for applicants, agents and home-office personnel. Our services include data gathering, paramedical examinations, laboratory testing and consultative analytics, designed to assist life insurance companies in fair, objective evaluations on mortality risks of applicants.
Working together over 40 years, ... Read More
First Summit Financial is a well established, national organization, providing comprehensive services and support to independent producers, general agents, marketing organizations, trusted advisors, and other professionals in the insurance and financial services industries.
Recognizing the importance of providing complete financial services, First Summit Financial represents many of the nation’s highest rated, ... Read More
Inbound marketing solutions for what you need to do!
GetResponse is a complete online marketing software that helps you grow your audience, engage with customers, and boost online sales. With over 30 tools in one easy-to-use platform, you can transform your online marketing and bring tangible results.
Automate your marketing
Build ... Read More
Insurance
Commission Advance is a specialty finance company focused on providing customized
solutions for today’s insurance producers.
With a focus on disrupting the traditional lending space, Insurance
Commission Advance provides alternative solutions to traditional debt by
utilizing existing renewals.
Focusing
on all things commission and finance related, we take great ... Read More
Longbridge Financial, LLC is a national reverse mortgage lender committed to educating financial advisors and their clients on responsibly using home equity to reshape their financial future. Longbridge provides support to trusted advisors, working with reputable companies in the financial services industry who share a commitment to the highest business ... Read More
The National Alliance of Insurance Agencies, Inc. (NAIA), or “The Alliance,” is a national distributor of alternative Long Term Care Insurance products – expanding the market to those who either do not qualify for, or may not be interested in, traditional coverage.
The Alliance’s portfolio includes both insurance and non-insurance portfolio, ... Read More
NBC National Marketing, Inc. (NBCNM) is one of the nation’s premier National Marketing Organizations. NBCNM has continuously served independent agents and financial services firms since 1989 through an exclusive network of innovative brokerage firms and IMOs.
NBCNM member firms create a national footprint of successful independent Brokerage General Agencies, but work ... Read More
Peloton Cellars offers award winning wines crafted from the lush, fertile soil of the Paso Robles wine region of California’s Central Coast. Peloton Cellars was the creation of four long-time friends who endeavored to create quality wines that are a pleasure to drink any night of the week and enjoy ... Read More
Prepare Insurance brings you the tools to become a technology player in the insurance industry. With their proprietary technology, Prepare Insurance has built the 1st digital process to instantly quote and bind critical illness insurance. This allows you to unlock additional value through cross-sell opportunities within your books of business, without ... Read More
Transforming How the World Services Life Insurance & Annuities
Empowering Banks, Broker-Dealers, Distributors, and Independent Advisors with Unmatched Data-Driven Insights
Proformex is the only end-to-end digital solution maximizing value from your inforce business by connecting you and your teams to the critical, actionable data you need to:
Improve client relationships
Grow revenues
... Read More
For more
than 40 years, Westamerica Communications has built a reputation as one of
Southern California’s top print and marketing providers.
Our
team worked hard from day one to innovate and develop cost-effective solutions
for our clients, which includes some of America’s top brands and businesses.... Read More
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Meet Robyn Benincasa: The Adventurer Who Inspires
Robyn Benincasa is a World Champion Adventure Racer, award-winning motivational speaker, 3x Guinness World Record kayaker, 20 year veteran of the San Diego Fire Department (America’s First All ... Read More
