For brokers & advisors
We help you eliminate all the time consuming back office work while you grow your business doing what you do best, servicing your clients and building relationships. Our dedicated team will help you with marketing, sales strategy, case design, underwriting, delivery, and post-sale service.
Mission Statement
Our passion is to provide superior products and solutions to advisors in the ever changing financial services industry. We are committed to being your one stop shop for asset accumulation and protection products. Our mission is to build long term, honest, and profitable relationships.
What We Do
We help you eliminate all the time consuming back office work while you grow your business doing what you do best, servicing your clients and building relationships. Our dedicated team will help you with marketing, sales strategy, case design, underwriting, delivery, and post-sale service.
Who We Are
We are a full service brokerage firm with over 80 top-rated carriers offering solutions for asset accumulation and protection. Our dedicated team will help you with marketing, sales strategy, case design, underwriting, delivery, and post-sale service
The best way to find yourself is to lose yourself in the service of others -Gandhi
Meet Our Service Team
Our goal is to help you help your client. We want you to find the right product fit for your client's needs. Our staff is experienced and committed to giving you tremendous customer service. See for yourself.
Our Carriers
We help agents develop and sell business for individual life, annuity, disability income, and long term care insurance cases. We have materials from our many carriers to help you show our products to your customers.
Linda
Linda graduated from Bradford Schools with an associate’s degree in Office Administration. Linda started part time with the firm in March of 1993 and was hired full time in the new business department later that same year. She recently has been promoted to Compliance Coordinator for the firm. In her spare time, Linda coaches cheerleading at the high school level for the past six years. Linda and her husband Mark, have two boys, Dylan and Coy. The family resides in Delaware, Ohio.
Kari
Kari began her career with John Hancock in May, 1981 in Houston, TX. She transferred to the Columbus agency in October of 1985. As the Office Manager for the firm, Kari oversees the day to day operations. She currently is participating on the Office Managers Finance Committee researching ways to improve systems both for the Agents and for the Managing Partners.
Kari is married and has two grown children. In her spare time, she enjoys camping, hiking, cruise vacations, and spending time with the family.
Kelly
Kelly is responsible for life new business for the firm. She also helps with computer and printer issues for the firm. Kelly graduated from The Ohio State University with Bachelor of Arts, Au ’07, and is a TBDBITL Alumni. She worked part-time through college at Signature Financial Group, and joined the firm in 2008. She lives in Columbus, Ohio and has three dogs. In her spare time, she enjoys spending time outdoors, baking, decorating cakes and crafting.
