We provide quotes, policy details, advanced case design, direct marketing solutions, application fulfillment, and unparalleled access to life insurance carriers for independent agents. Scroll down for more info. Just need a quick quote or a case status update? Use the links below for instant access.
- Term life
- Universal life
- Long-term care
- Simplified issue
- Term, UL, Whole Life Product Specs
What We Offer: Life Insurance Education & Support
Let us help with case design, as well as firm-wide methods, strategies, and concepts that grow your revenue. We’re proud to offer the service of a traditional brokerage, state-of-the-art technology, and an end-to-end consumer solution that helps you better serve your clients and prospects.
- Sales Support. Need illustrations, sales, or presentation materials? Let us know. We can even offer point-of-sale support to help present your most difficult cases.
- Case Management. Need updates on a case? See “Case Status” above – or give us a call for a live update. We're at 1-800-227-8711.
- Underwriting Tools. We have full access to the underwriting manuals for Swiss Re, Gen Re, and Hannover Re. Many BGAs can’t offer this level of support – we can. M2 is one of a handful of BGAs who can view the manuals and query the database, helping us give you more accurate quotes. Our underwriting staff can also help you determine whether a carrier had made a good offer based on the case statistics.
- Concepts & Strategies. Bring us your toughest cases – or your most valuable. Let’s create the full-spectrum financial solutions your clients need. We work on life insurance reviews, trust reviews, wealth transfer, income protection, premium financing, estate planning, business planning, and more.
- More Products & Carriers. Can’t find the right product for a client? Give us a call. Our membership in NBA offers unparalleled access to top life insurance carriers for independent agents. Let’s shop the market together to find the best fit for your client. We strive for a carrier-agnostic approach – there’s no such thing as one-stop shopping when your client’s future is at stake.