Looking to place a complex case? Need help evaluating risk factors before submitting an application? Our underwriting team is here to help.

Complete the form below, and we’ll review your client’s profile to provide personalized feedback, carrier guidance, and case design support, usually within 24–48 hours.

This service is ideal for:

• Pre-underwriting life insurance and LTC cases

• High-risk clients (medical history, financial factors, etc.)

• Matching the right product and carrier to a unique situation

The more information you can share, the better our recommendations will be.