Many agents active in the estate planning market find the "Inst-A-Quote"TM system an indispensable part of the sales process. "Inst-A-Quote"TM helps the agents and financial planners who have large Survivorship cases get an accurate read on their elderly client's impairments BEFORE submitting applications to several different companies. The combination of "Inst-A-Quote"TM and Diversified's many fine companies offering Survivorship products makes your life easier and increases your chance of closing that large case!

All of our companies offer strong product, great underwriting, advanced sales assistance, case and proposal design along with the TOP COMMISSIONS which you have come to expect in this large case, large premium market.

Whatever your need might be, simply call Diversified's Advanced Sales and Estate Planning Division and put us to work for you and your client.

  our estate planning and advanced business market cases require special care. This market revolves around older clients, special risk underwriting, sophisticated proposal and case design, as well as a genuine sensitivity to the needs of future generations and the ever present influence of attorneys and CPA's. Diversified has strived to construct a total support system to help you, the Financial Services Professional through every step of the sales process.

Diversified has built its Estate Planning division around highly rated carriers, quality and diversity of product, thirty plus years of Impaired Risk Underwriting experience, and a technical support team of local and Home Office staff unmatched in the Advanced Sales Marketplace.

 

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