Partnering with HEFG provides you with access to several highly rated mutual companies for Life, Disability, and Long-Term Care Insurance.
We can help you grow your business, assist your clients, and make your life easier when dealing with Life, Disability and LTC insurance, so you can spend more time helping your clients reach their goals. Our services include running illustrations, supporting the implementation process, underwriting applications, and growing your insurance blocks of business.
We respect your clients and understand how hard it is to build these relationships. You can be confident we will not jeopardize your client relationships but on the contrary, we will help enhance your client relationships by adding new solutions while creating a new income stream for you.
Our Business Resource Center provides attorneys and consultants for business cases, tax planning, and advanced strategies. We can act as backroom support or participate in sales calls with your clients, depending on the level of service you need. We offer same-day service on illustrations, product information, and underwriting questions.
Partnering with HEFG provides you with access to several highly rated mutual companies for Life, Disability, and Long-Term Care Insurance.
We work with Carrier Agents when they need to look outside of their company due to underwriting, product reasons, or because they want to diversify their income stream.
Our Business Resource Center provides attorneys and consultants for business cases, tax planning, and advanced strategies.
We have dedicated underwriters who review medical and financial records to find the right carrier for your client's situation. We offer same-day service on illustrations, product information, and underwriting questions.
We provide operational excellence, quality solutions, and an excellent service experience from the beginning of the process until the end.
