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CPSsquare
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
August 17, 2019admin
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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
August 15, 2019admin
FSFsquare
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
August 14, 2019admin
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GetResponse
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by Lisa Navarro / / Elite Members
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
August 14, 2019Lisa Navarro
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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
August 14, 2019admin
longbridge-financial
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
August 12, 2019Audrey Gilmore
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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
August 10, 2019Audrey Gilmore
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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
August 9, 2019admin
PelotonSquare
Peloton Cellars
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by admin / / Elite Members
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
August 7, 2019admin
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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
August 7, 2019Lisa Navarro
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Proformex
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by Lisa Navarro / / Elite Members
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
August 7, 2019Lisa Navarro
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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
August 3, 2019admin
examone-logo1
See why you should follow us on social media below – just click on each icon to connect!
August 2, 2019admin
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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
August 2, 2019Lisa Navarro
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Home Equity Conversion Mortgage (HECM) in the News.
July 30, 2019admin
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Peloton Global Distribution Services teams up with Longbridge Financial, LLC - an alliance that will expand opportunities for both entities to meet client needs. Longbridge Financial is a reverse mortgage lender committed to helping seniors responsibly use home equity to secure a better retirement. Longbridge provides education and support to trusted ... Read More
February 6, 2017Audrey Gilmore
partners-advantage
Peloton Global Distribution Services announces its alliance with Partner Advantage Insurance Services, LLC - providing a wider range of solutions for optimal growth within both organizations. Peloton Global announced its strategic alliance with Partners Advantage Insurance Services, LLC, a national insurance marketing organization headquartered in Riverside, CA. With this strategic business ... Read More
November 29, 2016Audrey Gilmore
elite-members
Peloton Global Distribution Services is proud to announce its partnership with the National Alliance of Insurance Agencies, Inc. (NAIA). NAIA, or “The Alliance,” is a national distributor of alternative Long Term Care Insurance products – expanding the market to those who may not qualify for, or are ... Read More
October 31, 2016Audrey Gilmore
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Newport Beach, CA. December, 2015 – Peloton Global Distribution Services® (Peloton - www.PelotonGlobal.com) is proud to announce the addition of Brightbox Expand to its list of elite class members. Brightbox Expand is an intelligent marketing, brand-building and lead generation platform specifically designed for the life insurance producer. The program ... Read More
December 15, 2015Audrey Gilmore
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Peloton Global Distribution Services® is a proud supporter of the Project Athena Foundation (projectathena.org), a nonprofit organization that encourages woman who’ve experienced life-altering medical setbacks to overcome all obstacles to unearth the true adventurer within. Peloton is honored be a part of every Athena’s life-affirming transition from “survivor” ... Read More
December 11, 2015Audrey Gilmore