Posted on December 30, 2016
Jim has helped me take my non-variable business to the next level. He’s helped me and my clients by always knowing what the best product will be for each individual situation. His turn-around time on illustrations, quotes, or forms saves me time and allows me to continue to prospect and sit with clients. Kathi is fluent in each carrier’s forms and underwriting criteria. She helps makes the process seamless and if there are issues she knows what needs to be done to resolve them. For any advisor looking to grow their life practice I’d suggest giving this team a try.