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Some of our clients and associates with a web presence:
         
   
Berkshire Life Insurance Company of America
Berkshire Life Insurance Company of America (BLICOA) offers “standard of living” protection—with complete lines of both personal and business disability income (DI) insurance, especially suitable for professionals, executives and business owners. We offer the finest coverage available today—own occupation, guaranteed renewable, non- cancellable.
 
     
     
   
Comprehensive InsurancePrograms, Inc.
C.I.P. , a CPI Company, is the life insurance brokerage division of a diversified financial services organization dedicated to providing unique products and services to high net worth individuals and closely held businesses. C.I.P provides a full range of support services to life insurance professionals to assist them with their most significant cases.
 
   
   
   
John Hancock Life Insurance
John Hancock Mutual Life Insurance Co. was chartered April 21, 1862. At the end of its first business year, it reported assets of $115,258 with insurance in force of $332,100.

As of January 27, 2000, John Hancock de-mutualized and is now a public company traded on the New York Stock Exchange. John Hancock Life Insurance Company is an international company with subsidiaries, affiliates, and offices around the globe. At year-end 2000, John Hancock reported assets of $73 billion and net life insurance in force of $265 billion. Assets under management totaled $125 billion.

  
   
   
   
Aegon, USA
AEGON N.V. is the holding company of one of the world's ten largest listed life insurance groups, ranked by market capitalization and assets. Founded in 1983, but with roots in the Netherlands extending back over 150 years.
  
   
       
       
   
Mass Mutual
MassMutual Financial Group companies provide individuals, families, businesses and institutions with innovative products, quality services and experienced financial professionals.
  
         
         
   
Minnesota Mutual
Minnesota Life Insurance Company insurance, pension and investment products provide financial security to millions of individuals and businesses nationwide. Founded in 1880, our record of financial strength and stability positions us as one of the most highly rated financial institutions in America.
 
   
   
   
The Prudential Insurance Company of America
Prudential is a trusted name in quality insurance products. As a top issuer of life, personal lines property & casualty insurance, as well as annuities, we have distinguished ourselves as an industry leader.
  
   
   
   
AG Transnational
AG Transnational, Ltd. (BVI) is an off-shore insurance / investment consulting and distribution company. It specializes in international wealth transfer and tax planning for high net-worth "world citizens" and expatriate executives. It consults to insurance companies and financial organizations for the off-shore markets. It designs international advanced underwriting techniques and develops special off-shore products. AG Transnational serves as a distribution company, being a wholesaler of special off-shore insurance and investment products to banks, financial institutions, brokerage organizations, agent producer groups, and high level producers. It also works closely with major law firms and accounting firms to meet the planning needs of their high net-worth international clients.
  
   
   
   
The MONY Group
The MONY Group Inc., with approximately $55 billion in assets under management and administration, provides life insurance, annuities, mutual funds, brokerage, asset management, business & estate planning, trust and investment products and services to individual and institutional clients through its member companies.

Corporate Strategies Group (CSG) is the MONY unit dedicated to supporting COLI and BOLI. CSG is a team of well-known and respected experts in the actuarial, legal, underwriting, marketing and service areas of COLI/BOLI.

CSG provides expertise and support from initiation through the entire lifecycle of COLI/BOLI sales and policy administration. CSG partners with two experienced firms, American Financial Systems (policy illustrations) and Andesa TPA (policy administration). CSG's COLI/BOLI-dedicated staff, working with its two partners, is positioned to offer complete and excellent service.

  
   
   
   
Actuarial Strategies
Actuarial Strategies, Inc. is a full-service actuarial consulting firm specializing in innovative product design and strategic consulting services for the Life and Annuity Insurance Industry. We focus our experience, energy, and techniques on meeting your present and future market challenges. Our product designs increase sales, improve profitability, and reduce underwriting constraints without escalating risk.
  
   
   
   
Data Life is a member of the National Association for Variable Annuities
NAVA's mission is to promote the growth, acceptance and understanding of annuity and variable life products to retirement-focused Americans; to provide educational and informational resources to our members and the public; to protect consumers by encouraging adherence to the highest ethical standards by insurers, distributors and all other participants in our diverse industry; and to protect and advance the interests of our members.
  
   
   
   
Country Life Insurance Company
COUNTRY Insurance & Financial ServicesSM helps families, individuals and businesses protect themselves from the unexpected and achieve financial security. We offer a full range of insurance and financial products and services from auto, home and life insurance to investment management services and mutual funds.
  
   
   
   
Highpoint Partners , LLC
Highpoint Partners, LLC is a full-service consulting firm whose mission is to help clients become more effective and profitable by gaining and sustaining competitive advantages in existing and new fields. They specialize in strategic management, marketing, and project implementation for companies in the financial services industry.
  
     
 
   
   
Portamedic
Portamedic, a subsidiary of Hooper Holmes, Inc., has over 300 nationwide offices, serving the insurance community with mobile doctors, mobile EKG service, full lab and x-ray services.
  
   
   
   
Abacus Settlements
Abacus Settlements is a finance company in the business of purchasing and selling life settlements. A life settlement is the purchase of an outstanding life insurance policy. The life insurance policy owner who sells a policy to Abacus receives an up-front lump sum of cash that is oftentimes a multiple of its cash surrender value.
  
     
 
   
   
The Lifeline Program®
The Lifeline Program® is one of the oldest and most respected names in the life settlement and viatical industry. Founded in 1989 by Wm. Scott (Scott) Page, the company's President & Chief Executive Officer. As a key player in the dynamic growth of the market and one of the few settlement providers to offer policy acquisition, policyseller support, and investment opportunities, The Lifeline Program® connects sellers and purchasers with the benefits and financial advantages associated with the sale of an existing life insurance policy. By working directly with both policy owners and purchasers, we help create a dynamic marketplace that offers many a new road to financial reward.
 
   
   
   
Royal Bank of Canada (RBC)
Royal Bank of Canada (RBC) , which trades as RY on the TSX and NYSE, and its subsidiaries operate under the masterbrand name RBC Financial Group. We are Canada's largest bank as measured by assets and market capitalization* and one of North America's leading diversified financial services companies. We employ over 60,000 people who serve more than 12 million personal, business and public sector clients through offices in North America, and some 30 countries around the world.
 
     
 
   
   
Tower Financial Planning
Tower Financial Planning is on the move and better than ever! We have been servicing the Brokerage Industry for over 35 years. Tower has been making constant upgrades of knowledge, network expansion and compassionate service. This has enabled us to get closer to our vision of being the "Ultimate " resource in the Insurance and Financial Service Brokerage Industry.
  
     
 
   
   
Pension Quotes
Pension Quotes utilizes Data Life's actuarial and LifeWeb systems to service Insurance companies, financial Advisors, Agents, Brokers and financial Institutions to meet their pension planning and servicing needs. Pension quotes offers full third party administration and marketing services in all 50 states. Pension Quotes offers custom case design, fast track training including sample proposal, CPA/Attorney guides to retirement plans, teleconferences and seminars to meet all your pension planning needs.
 
     
 
   
  vlsaa  
Life Ins.Settlement Association
A Viatical and/or Life Settlement is the sale to a third party of an existing life insurance policy for more than its cash surrender value but less than its net death benefit. The industry generally uses the term "Viactical Settlement" to refer to a transaction involving a terminally or chronically ill insured and a "Life Settlement" to refer to a transaction involving an insured who is not terminally or chronically ill, generally over the age of sixty-five (65).