Leveraged Solutions, A Summit Alliance Company is a third generation life brokerage general agency representing over 30 of the largest life insurance and annuity carriers. Our key principals have 96 years of
combined experience. Our firm caters to the select life insurance producer who has searched for the highest levels of service but has never found it.
Successful life insurance and annuity producers have always created client centric environments inside their firms. Product expertise is irrelevant if clients do not believe their needs come first. We are unique in the industry in that we treat every producer as our most important client. We work with an elite group of agents that appreciate and value the 24/7 concierge level service our firm provides .We provide all of the support activities required for successful case placement.
We leverage our underwriting, product, and strategy expertise to create commission generating solutions.
Thousands of multi-line (health, long term care, disability) brokerage firms exist in the industry. At best, they are general practitioners not specialists. Would you allow your family physician to perform brain surgery? Leveraged Solutions, as a specialty firm, works exclusively on the life and annuity side.
Six important questions about your current life brokerage relationship:
- Does they have high level, in-house underwriting expertise?
- Have you been in a competitive situation wherein your competition utilized a strategy or product you were not familiar with?
- Do they help you create an underwriting cover letter for each case?
- Are they typically able to get underwriting decisions back in 3-5 days?
- Do you have a dedicated brokerage quarterback who is personally responsible for helping you win cases?
- When was the last time they equipped you with an advanced sales strategy that allowed you to close a large case?
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Testimonials
“Why Leveraged Solutions?
When smart people practice their
profession with passion, energy and
imagination, great things happen.
When that passion and energy is
tempered by generations of
experience and integrity, better
things happen more dependably.
Throw in listening skills, responsiveness,
and crisp execution and you have described Leveraged Solutions.
Have an idea you want to try out?
Have a client health situation you
want to discuss?
Need a fresh point of view from
someone smart? Call Leveraged
Solutions.”
John S.
Life Agent
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