EXPLORE BUSINESS CONCIERGE

We have the perfect balance of personal and technology to help you grow your book of business. 

Our End-to-End Process

Our team's intellectual capital matched with top rated products and award-winning technology, we are able to look at your business from a different point of view.
magnifying glass_prospect.png
Potential Opportunity

You have a prospect that has a need that you can help them with and you want to present the best possible opportunity to them.

idea.png
Case Design Support

Our in-house product specialists create and design your case using our intellectual capital, sales concepts and state-of-the-art technology.

protection.png
Prospect Becomes a Client

Your client is protected and you start to work with our award-winning Accelerated Client Experience (ACE) and Insight.

business concierge.png
New Business Concierge

Our New Business team walks with you through the entire process to make sure you and your clients have the best possible experience.

robot.png
Client Experience & Beyond

Your client information is safely stored where you can access notes, illustrations, policies, payment history and so much more. 

sales concept matrix.PNG

Utilize Our Knowledge to Grow Your Business

We have a dedicated team of experts in different planning areas that can offer guidance and assist you in finding the right planning opportunities and solutions to help meet your client's needs. 
  • Over 60+ years of illustration experience at the local level
  • 30+ Different Illustrated Sales Concepts
  • Extensive library of resources and marketing tools to help show sales strategies and concepts

Award-Winning Technology to Help Grow and Retain You Clients

Clients are becoming more and more demanding and there is a lot of pressure to get them protected quickly and seamlessly. Make life easier with our secure, digital platform.  Apply.  Manage.  Access. 
  • Award-Winning Accelerated Client Experience (ACE)
  • InSight technology that helps you manage and access any client information
Client Portal Mockup.png
WAIT, THERE'S MORE!
We take pride being associated with a broker dealer with such a great reputation in the market.  Here are some of the many reasons why we are proud to be powered by Penn Mutual
1847
Year Founded, Chartered and Open for Business
A+
(Superior)
A.M. Best
Aa3
(Excellent)
Moody's Investors Service
A+
(Strong)
Standard & Poor's
AA
(Strong)
Kroll Bond Rating Agency
93
Comdex Life Insurer Financial Profile
$1.4B
Paid to Policyholders or Beneficiaries
$150B
in Life Insurance Protection
$25B
in Assets Under Management
Ready to Get Started?
Get started on building your own brand with our team of industry-leaders to create what you have been dreaming of.