Selling Systems

Selling Systems

System To Help You & Your Advisors Grow

We develop some of our own system in-house while others we license to make available to our members. In either case, we are constantly developing new systems and continuously looking for new potential vendor partners to grow our platform of services.


MyBook ™

We can provide you and your advisors with a complete system for managing a book of inforce business. We can provide CRM systems, letter templates, and review kits.


EnsureCommerce ™

A complete system for selling life insurance and other products online to consumers. We can provide everything needed including Websites, Quoting Engines, Lead Capture Forms, and Email Marketing Systems .


WealthMetrix ™

WealthMetrix is a system made for Advisors who partner with CPAs to develop business jointly. The system can allow a CPA to mine his book of business for potential life insurance, wealth transfer, and retirement planning prospects.