Life, Disability & Long-term Care Solutions

Our mission is to identify and evaluate the impact of life insurance, disability insurance and long-term care solutions as a part of your clients’ risk management and wealth protection strategy.

Objective Case Design

  • Client needs analysis
  • Carrier research
  • Product shopping
  • In-force policy audits
  • Pre-underwriting competitive quoting

Application Submission & Underwriting

  • Proof and review apps for inefficiencies and delays
  • Order medical records and exams on your behalf
  • Send out weekly case status emails

On-going Support

  • Point of sale support
  • Receive marketplace and opportunity updates
  • Training sessions and webinars for staff
  • Study groups and best practice sessions

We like to tailor our services specifically for each of our advisor partners’ needs and management styles. We can work with you in 1 of 3 ways.


"By You"

TCG processes cases submitted to us on your own.

Traditional Brokerage Services



TCG works with you to uncover opportunities with new and existing clients, including: targeting case studies and in-force policy reviews.

Business Development Support



TCG works directly with your client to execute insurance strategies. This includes  all analysis, application paperwork and follow-up needs of the client while staying in contact with you.

Direct Client Contact

Our Financial Services Partners