For over 50 years, Summit Alliance Financial, LLP and its predecessor firms have worked with the nation’s top life insurance producers. From our inception to our current structure as a nationally recognized independent Brokerage General Agency, we have always believed that the life agent is the source of our success! Our team brings to the table over 120 years of experience in the design, underwriting and placement of large and complex cases. From straight-forward life cases to a proprietary Premium Funding program, we can help you develop the best solution to your client’s life insurance needs.
Contact us at marketing@summitalliance.net to discuss your production needs.
Summit will provide you with comprehensive case design which will help you separate yourself from the competition. Our approach includes carrier product review, specialized illustration design, innovative planning strategies and premium finance expertise.
Summit’s experienced Underwriting team is your advocate while negotiating the best underwriting offer for your client. You will be provided current case status so you can keep your client informed. Summit’s Inforce team provides unparalleled service to our producers.