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Advanced Markets Advisors Summit 2024

Lauren Crane Lauren, our Director of Contracting Operations, has swiftly risen through the ranks since joining in June 2022, initially focusing on Annuity New Business. Her current role revolves around […]

Carter Allen Carter Allen, a native of Florida, was born and raised in the city of West Palm Beach. From an early age, he displayed a remarkable talent for academics […]

Client Profile Forms CASE CRITERIA FORM ANNUITY (RFP) REQUEST FOR PROPOSAL: DISABILITY INSURANCE LIFE INSURANCE CASE FACT FINDER CLIENT DATA WORKSHEET INFORCE POLICY REQUEST FORM INHERITED CASES Qualified or Non-Qualified […]

Funding Acceptance American Equity Investment Life Insurance Company – Funding Acceptance For .docx version click here ELCO Mutual Insurance Group – Funding Acceptance For .docx version click here F&G Annuity […]

Breanna Lassiter Breanna Lassiter is a highly accomplished professional with over 20 years of experience in the insurance industry, focusing on operations and strategic development. With her extensive knowledge, expertise, […]

Case Criteria Form Annuity