Agent & Advisor Services

Your trusted partner for high-risk underwriting and complex case consultation

Partner with Gregory M. Sloan, CLU®, ChFC®

As a fellow insurance professional, you know that some cases require specialized expertise and carrier relationships. That's exactly what I provide.

I partner exclusively with licensed agents and financial advisors to secure life insurance approvals for high-risk and complex cases. When you work with me, you gain access to deep underwriting expertise and an extensive network of carriers who specialize in difficult placements.

Benefits of Partnering with Me

  • Increase Your Placement Ratio: Turn declines into approvals with specialized underwriting expertise
  • Boost Revenue: Earn commissions on cases you might otherwise have to decline
  • Retain Your Clients: Keep clients satisfied by finding them coverage when others can't
  • Save Time: Let me handle the complex underwriting and carrier negotiations
  • Expert Consultation: Get guidance on challenging cases from a seasoned professional

Our Specialty Areas

Diabetes (Type 1 & 2)
Heart Conditions
Cancer History
Kidney Disease
Sleep Apnea
Mental Health
Obesity/BMI Issues
Multiple Impairments

How the Partnership Works

1

Submit Case

Fill out our preliminary case review form with non-PHI information.

2

Case Review

I'll review and provide recommendations within 24-48 hours.

3

Placement

I work to secure approval while you maintain the client relationship.