TCG processes cases submitted to us on your own.
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.
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.
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.