Our Mission

Our mission - To help our clients participate profitably in the Disability Insurance market.


As an independently owned and operated service company, our priorities are your priorities. We will support you in developing and managing disability insurance blocks. We have built our mission statement from these guiding principles:

  • Provide Expertise
    We staff our organization with experienced insurance professionals. Most of our employees have decades of relevant experience with the largest carriers in the business.  
  • Focus on customer service
    We strive to exceed your expectations with polish and professionalism at every point of contact.  We know that we represent our client companies when we pick up the phone and that each encounter is an opportunity to leave a positive impression with the caller.  We take our role supporting your organization very seriously.  
  • Customize solutions to meet the customer's needs
    Our experience shows that there is seldom a "one size fits all" solution when it comes to the disability insurance marketplace. We believe in creating solutions tailored to our customers' needs.
  • Create long-term partnerships
    We believe in long-term relationships with our customers.  By providing sustainable, strong, measurable performance we build partnerships with our clients.

Do you want to meet with us in person?

We will be happy to make an appointment to visit and discuss how we could help meet your needs.