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It is our responsibility to meet your expectations for privacy while still providing you with life insurance services and products. In order to provide our services to you, your information may be shared with other service providers.

In order to provide the consumer, and our customer the agent, with the benefits of life insurance and other financial products and services, we need to collect certain non-public information. In fact, the more we understand about a particular set of needs, the better we can recommend the appropriate carrier and policy in order to achieve favorable underwriting. However, we are committed to maintaining the privacy of this information in accordance with the law.

When you have any reason to believe your client may not qualify for Preferred rates, completing a Quick Quote Questionnaire will enable you to intelligently question your client and develop information that an underwriter needs to evaluate your case. Fax to us and we'll quickly give you an accurate assessment on your case. No client signatures necessary.

The GLB Act was enacted to provide greater protection for an individual’s private information. This notice is meant to provide you with information regarding how we, as a independent life brokerage agency, use your personal information and what your rights are with regard to your non-public personal information.

Step 4: You and your client can then proceed to apply to the company which is most likely to give your client the promised result.

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