Key Features

A Value Based Partnership

Gives you piece of mind your client's best interests are protected allowing you to focus on your core competencies bringing additional efficiencies, scalability and relationship cultivation to your practice

Consultative, Unbiased and Educational

Representing only the top rated insurance companies and utilizing a consultative, unbiased and education first approach allows for a comfortable and confident decision making process

The Whole is Greater Than the Sum of its Parts

Focus on your strengths and delegate the rest. Utilize our 20 plus years of experience and support to improve your capacity and elevate your client experience & service.

About Us

We partner with financial professionals to help them protect their client's financial futures. Our mission is to be an extension of you and your brand, understand your challenges and frame our services to your specific needs whether it be typical wholesale model or directly with your client or something in between. Whatever elevates your client experience and brings additional efficiencies and scalability to your practice.…

Meet Jim

Our Services

A Consultative Insurance Only Practice

We are an outsourcing partner for financial professionals to help them protect their clients incomes, businesses and families. Since we work solely in the insurance market providing both wholesale services and/or directly with YOUR client...or a hybrid of both it assures there are no conflicts of interest with our partners.

Wholesale

We provide wholesale insurance consulting services featuring dedicated experts, comparative analysis and technical support within a multi-carrier platform...all with competitive bonus and override plans.

Hybrid Partner Program

For the financial professional who is not insurance licensed, the fee only adviser, the P&C agent, the benefits consultant or the financial planner whose core competency is managing assets and not insurance we offer the Hybrid Partner Program in which we work directly with your client to help them protect their financial future.

Our Partners are Saying:

Jim has been a great partner for me. Having access to his wisdom and insight has proved invaluable with my clients. I wouldn’t hesitate to recommend Jim to my peers and colleagues.

Kenneth K. CFP

I have been an L&Q - Honor Role Member of MDRT for over 40 years and have known Jim Brown professionally for over 10 years. Jim, has always been a great business partner; a man of his word, who has consistently performed beyond my expectations. He has always recommended better ways to approach our clients solutions and has been instrumental in the underwriting process to achieve better customer outcomes. During this period Jim and I have developed more than a professional relationship; I call him a friend.

Don F.

Jim never drops the ball. He is competent, experienced, responsive, reliable, trustworthy, and pleasant to work with.

Steve H.

Let’s Discover Together if There’s a Fit

Protecting Incomes, Businesses and Families