Get an App or Illustration

Our comprehensive platform offers quick and easy access to essential resources for annuity and life insurance illustrations. Whether you’re seeking an annuity illustration, running a Term or Guaranteed Universal Life (GUL) quote, or need personalized assistance, we have the tools to help you serve your clients more effectively. Our goal is to support your success by providing you with industry-leading tools and expert guidance at every step. Below, you’ll find links to run quotes and applications with ease.

Get an Annuity Illustration

For financial professionals focused on retirement planning, having an accurate annuity illustration is crucial to delivering tailored advice to your clients. Our system makes it easy to generate comprehensive annuity illustrations that showcase potential growth, income streams, and rider options, helping clients visualize how annuities can meet their long-term financial goals. Click below to get an annuity illustration and application to provide your clients with the insights they need to make informed decisions.

Get an annuity illustration and application

Run a Term or GUL Quote

Whether you're providing life insurance solutions with term policies or Guaranteed Universal Life (GUL) products, running accurate quotes is essential. Our quoting system allows you to quickly generate term and GUL quotes tailored to your client's specific needs. These tools enable you to compare different products, pricing, and benefits so that you can present the best possible options. After running a quote, you can easily access the corresponding application to get started right away.

Run a Term or GUL quote and get an application

Get an App or Illustration

Get Licensed

Customer Rounding

Get Your Annuity Rates

Seasoned Agents, Seasoned Support

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Jody Goss, President, CEP®, RFC®, NSSA®

Jody has over three decades of experience in the insurance industry. He is a nationally recognized expert in retirement income planning, estate planning, and Medicaid/long term care planning. He is listed in the Library of Congress as an Executive and Professional Who’s Who. Jody's expertise has made him an in-demand speaker where he has addressed a variety of professionals on substantial platforms across various media outlets, including radio, newspapers, and social media. He has helped to create several trademarked programs that have been successfully implemented in the financial services community. Jody can be contacted at 860-585-7958, or [email protected]. Connect on LinkedIn.

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Eden C. Goss, Vice-President

Eden has over three decades of experience in the insurance industry. Eden oversaw the processing and paying of claims at Cigna Life. As an integral partner in The Producer’s Firm, she has helped to make the firm a preeminent source for insurance agents. She has done this by overseeing proper compensation for services rendered. Eden can be contacted at 800-639-2032 or [email protected]

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Bianca Noiseux, RFC®, NSSA®

Director of Retirement Resources

Bianca has over two decades of experience in the financial services industry, she has excelled in various roles including Financial Advisor, Sales and Marketing Coordinator, and Case Coach©.

Through the years, Bianca has worked with Financial Advisors to accelerate their practices by acquiring new clients and deepening existing relationships. Her background as an annuity Case Coach©, retirement income expert, banking, insurance, business development, marketing, and client relations equip her to be a partner to your success.

Bianca’s primary focus is helping our agents understand and select proper annuity solutions leading to better client outcomes. Tap into her expertise by calling her at 860-956-5377 or email her at [email protected]

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Lisa Newton

New Business / Licensing Specialist has focused on customer service for over two decades. This includes managing a national retail organization. As a new business and licensing specialist she has become proficient in navigating the process associated with expediting licensing and new business applications. She has the required skills to ensure that all requirements are obtained and processed in a timely manner, minimizing NIGO’s. Her oversight enables agents to obtain the desired financial solution as efficiently as possible for their clients. You can reach Lisa at 860-584-5448 or [email protected]

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Linda Shorette

Insurance Specialist with over three decades of experience in the insurance industry. She has worked in key positions and earned various honors at organizations such as ING and BISYS. Her vast experience enables her to provide exceptional oversight of the insurance marketing and underwriting process. Contact Linda at 1-800-639-2032 or [email protected]

Get In Touch

210 Redstone Hill Rd suite 5, Bristol, CT 06010, USA