Services

• Contracts & Licensing
• Commissions
• Policy Delivery
• Term Conversions
• Case Managers
• New Business
• Policyholder Services

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The firm has strong relationships with over 25 of the largest and best-rated life insurance and annuity carriers in the industry and has been the leading general agency for Transamerica Life Companies for the past 15 years. We provide cutting-edge, proven life insurance sales strategies and creative solutions that will meet all of your client sales goals and strategies. Click the Ideas That Sell link for more info.

Annuities are once again becoming a major part of the affluent portfolio Find out how you can take advantage of the “Flight To Safety” that many clients seek by visiting our “Annuities” page.

Summit also offers a major competitive advantage in its delivery of underwriting expertise. We can “shop” your impaired risk cases, assuring your client of the best product and rates possible.

Summit is known for its ability to deliver on the BIG cases. We are experts in finding capacity in the tough world of retention, reinsurance and jumbo limits.