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A Vital Piece of Your Client’s Portfolio
Financial Independence Group’s Long Term Care team focuses on how asset-based LTC solutions can be layered into an advisor’s practice. We believe that LTC planning is a critical component of a client’s overall retirement portfolio, and we help advisors understand the magic behind the various products and solutions in this space. With these solutions come various underwriting challenges and opportunities, and our experienced professionals can make this process simple for you.
Contracting can be an arduous task, but online contracting through FIG’s Agent Portal makes the process much easier to manage!
Once your information is in the system, adding carrier contract requests to your product portfolio is just a few clicks away. After your carrier contract requests are added and submitted, FIG’s Contracting Team thoroughly reviews each contract request for completeness before electronically submitting it to the carrier for processing. Regular follow-ups from FIG’s Contracting Team ensure the carrier’s contracting set-up process is complete as soon as possible.
Got a group or agency? FIG can help the entire group transfer and will use block transfers when available, thus minimally impacting advisors.