Insurance Industry Solutions
From insight to outcome. Solutions that elevate.
Where experienced backed advisory, strategic clarity, and executional discipline converge to create measurable outcomes.
Experience opportunity,
backed by integrity.
We bring principled perspective and advisory-led thinking to every solution we deliver. Our services are designed to create clarity, unlock opportunity, and support sustainable growth.
01
Life Insurance
Comprehensive and innovative life insurance solutions designed to protect families, preserve wealth, and support long-term financial security.
02
Annuities
Strategic annuity solutions that provide income stability, risk management, and long-term financial confidence.
03
Agent Support
Innovative products, strategic case support, and advisory guidance designed to elevate performance and drive growth.
04
Agency Building
Tailored solutions for brokerages, benefits companies, call centers, associations and traditional agencies seeking sustainable growth.
Company Values
Principle-first. Advisory-led. Opportunity-driven.Built to elevate agencies and agents.
Integrity, authenticity, and ethical leadership guide every relationship we form and every decision we make. We believe people choose to work with good people — and that trust, once earned, becomes our most valuable asset.
By combining diverse vision, strategic consulting, and operational infrastructure, we uncover opportunity others miss and equip firms and agents to grow with confidence. Our purpose is to promote people, unlock new opportunities, and deliver solutions that elevate our partners — together.
Our Approach
Behind every successful advisor is a solid foundation.
By combining diverse experience, in-depth product knowledge and deep operational infrastructure, we help firms and advisors uncover opportunity, build stronger businesses, and move forward with confidence.
Company Values
Broader experience creates better outcomes.
By combining diverse experience, venture-backed thinking, and principle-driven leadership, we uncover opportunity others overlook — delivering advisory insight that expands what’s possible.
Fiduciary First
We lead with integrity and advise with intention.
Our fiduciary first advisory approach blends integrity, strategic insight, growth support and economic alignment to help advisors and agencies build stronger, more sustainable businesses.
Support & Infrastructure
Structure that turns strategy into growth.
Execution requires more than opportunity — it demands foundation. We provide the operational, product, and consulting infrastructure that allows firms to grow deliberately, not recklessly.
Everything we do is designed to create sustainable growth through integrity, partnership, and strategic clarity.
How we can help you elevate your business.
We combine business consulting, operational infrastructure, and product strategy to give firms the foundation to succeed. Our approach emphasizes partnership over transactions, offering direct access to leadership, early product distribution, and compensation structures aligned with advisor success.
Backed by experience across more than 1,300 partners and deep consulting relationships with carriers, we provide the systems, insight, and support that turn opportunity into execution.
01
Access to Innovative Products
We deliver early access to innovative solutions, advanced product structures, and limited distribution opportunities that expand advisor capability and unlock new growth.
02
Online Agent Tools
Our intuitive agent portal streamlines quoting, applications, underwriting, and case management — delivering speed, clarity, and operational efficiency in one centralized platform.
03
Back Office and Marketing Support
Our back office and marketing teams act as an extension of your business, providing strategic support that reduces operational burden and accelerates growth.
04
Quoting, Case Design, Risk Assessment
We provide advanced planning support, strategic quoting, and collaborative carrier engagement to simplify complex cases and drive successful outcomes.
Leadership
A fellowship of experienced
leaders, united by purpose.
Our leaders are diverse thinkers brought together by integrity, collaboration, and a shared commitment to advancing others.
Jim Schwab
Chairman – CFO
Scott Barnes
Registered Investment Advisor and Business Development Consultant
Jacob Hilton
VP – Wholesale Marketing
Robert Sullivan
COO
Claude Bethea
CTO
Contact Us
Strong partnerships start with conversation. Let’s talk.
Our team partners closely with firms and advisors to uncover opportunity and build solutions that move business forward.
