Your Marketing Organization for

Insurance

Distribution

Insurance

Investment Group

We are a full rounded wholesale Insurance distribution marketing organization.

Our goal is to work in partnership with Insurance Agents, Financial Advisors, Certified Public Accountants, Attorneys and clients to assist with product consultation, case design, innovative sales concepts, and marketing strategies to help effectively boost revenue to their practices.

As well, we specialize in underwriting services with complete back office processing and in hand point of sale support. You want to see more qualified prospects and increase productivity. We are here to help.

As a wholesale insurance firm, we cater to both consumers and agents and we support you every step of the way.

Insurance

Investment Group

We are a full rounded wholesale Insurance distribution marketing organization.

Our goal is to work in partnership with Insurance Agents, Financial Advisors, Certified Public Accountants, Attorneys and clients to assist with product consultation, case design, innovative sales concepts, and marketing strategies to help effectively boost revenue to their practices.

As well, we specialize in underwriting services with complete back office processing and in hand point of sale support. You want to see more qualified prospects and increase productivity. We are here to help.

As a wholesale insurance firm, we cater to both consumers and agents and we support you every step of the way.

Value

Of the more than 100 carriers we work with, these select carriers are part of our program and we have built strong and well-established relationships.

Our dedicated teams offer:

  • Specific knowledge

  • Expertise

  • Support for your cases

  • Keep you plugged in

Why Us?

We collaborate with over 100 carefully selected carriers, all of whom are integral to our program. Through these partnerships, we have cultivated strong and well-established relationships.

Our dedicated teams offer:

  • Specific knowledge

  • Expertise

  • Support for your cases

  • Keep you plugged in

WE WILL SUPPLY YOUR NEEDS

Our Services

Our dedicated teams provide specialized knowledge, expertise, and support tailored to your cases. We also keep you informed about industry developments, upcoming trends, and their potential impact on your practice. Below are some of the services we offer:

  • Point-of Sale Support

  • Product Consultation

  • Case Design

  • Innovative Sales Concepts

  • Complete back-office processing

  • One-on-one training for your office and the advisor

  • Marketing Strategies

WE WILL SUPPLY YOUR NEEDS

Our Services

Our dedicated teams offer specific knowledge, expertise and support for your cases. And, we keep you plugged into what is happening in the industry, what is coming and what it means for your practice. Here are some of the services we offer:

  • Point-of Sale Support

  • Product Consultation

  • Case Design

  • Innovative Sales Concepts

  • Marketing Strategies

  • Complete back-office processing

  • One-on-one training for your office and the advisor

PRODUCTS

Insurance Specialty Products

At insurance Investment Group we are proud to offer many competitive services to help you succeed and with a broad portfolio of products for life, annuity, long term care, living benefits, disability, and health insurance products. Here is a breakdown of products we offer:

  • Life Insurance

  • Living Benefits

  • Final Expense

  • Annuities

  • Affordable Care Act Insurance

  • Disability Insurance

  • Medicare

  • Group Insurance

  • Supplemental Insurance

  • International Insurance

  • Travel Insurance

  • Dental and Vision Insurance

  • Short Term Insurance

  • Long-term Care

PRODUCTS

Insurance Specialty Products

At insurance Investment Group we are proud to offer many competitive services to help you succeed and with a broad portfolio of products for life, annuity, long term care, living benefits, disability, and health insurance products. Here is a breakdown of products we offer:

  • Life Insurance

  • Living Benefits

  • Final Expense

  • Annuities

  • Affordable Care Act Insurance

  • Disability Insurance

  • Medicare

  • Home Insurance

  • Commercial Insurance

  • Group Insurance

  • Supplemental Insurance

  • International Insurance

  • Travel Insurance

  • Dental and Vision Insurance

  • Short Term Insurance

  • Long-term Care

  • Auto Insurance

  • Business Insurance

CONCEPTS

Insurance Specialty Concepts

We believe you and clients deserve professional attention to their insurance needs. From addressing competitive challenges for your case, to case design ideas, sales concepts and educational materials, We can help you design and explain creative custom solutions for high net worth clients, business owners, foreign national, and other specialty clients, and provide you with the back-office support necessary to get you to the finish line. Here is the breakdown of the specialty concepts we can help you with:

  • Retirement Planning

  • College Planning

  • Life Settlements

  • Multi-generational Planning

  • Foreign National Business

  • Premium Financing

  • Risk Management

  • Deferred Compensation

  • Executive Bonus

  • Key person

  • Buy Sell Agreement

  • Split Dollar

  • Succession Planning

  • Charitable Planning

  • Estate Planning

  • IRA Wealth Transfer

  • Living Benefits

  • Final Expense

  • Impaired Risk

  • Mortgage Insurance

CONCEPTS

Insurance Specialty Concepts

We believe you and clients deserve professional attention to their insurance needs. From addressing competitive challenges for your case, to case design ideas, sales concepts and educational materials, We can help you design and explain creative custom solutions for high net worth clients, business owners, foreign national, and other specialty clients, and provide you with the back-office support necessary to get you to the finish line. Here is the breakdown of the specialty concepts we can help you with:

  • Retirement Planning

  • College Planning

  • Life Settlements

  • Multi-generational Planning

  • Foreign National Business

  • Premium Financing

  • Risk Management

  • Deferred Compensation

  • Executive Bonus

  • Key person

  • Buy Sell Agreement

  • Split Dollar

  • Succession Planning

  • Charitable Planning

  • Estate Planning

  • IRA Wealth Transfer

  • Living Benefits

  • Final Expense

  • Impaired Risk

  • Mortgage Insurance

We listen. We educate.

We support.

We improve your business

as your trusted industry partner.

CONTACT US

Please email us at

[email protected]

ABOUT US

We specialize in underwriting services with complete back office processing and in hand point of sale support.

TEAMWORK

As a wholesale insurance firm, we cater to both clients and agents and we support you every step of the way.

© Insurance Investment Group All Rights Reserved.

Email us at [email protected]