Help Your Clients Protect
What Matters
Your trusted partner in insurance consulting here to help
you level up your wealth advising practice.
You Need Insurance Partners That Put
Your Clients’ Interests First
We know it’s hard to find and vet a trusted partner who shares your values. It’s
also hard to add insurance to your existing business. We’re here to make it not
only attainable, but easy.
Don't know who you
can trust
Want to expand business offerings
Lack insurance
expertise
No bandwidth to handle expanded service offerings
Need to access insurance info quickly to help clients make decisions
Empowering You to Protect Your Clients
and Grow Your Business
We always put you and your clients’ best interests first. Our proven team is here to educate your clients and support your growth, and is ready to help you fill the insurance gap in your business.
Increased Client Retention
Greater
Referability
Revenue
Diversification
Services to Take Your Business
to the Next Level
We know it’s hard to find and vet a trusted partner who shares your values. It’s also hard to add insurance to your existing business. We’re here to make it not only attainable, but easy.
Life Insurance
Life Settlements
Personal Planning
Long Term Care Insurance
Annuities
Business Planning
Disability Insurance
Policy Reviews
Divorce Planning
Access Free Insurance Quotes
On The App
Get quote comparisons for over 30 life insurance carriers.
Quotes are given for all 50 States.
Insurance Service Models That
Work For You
Whether you are a fee only advisor, independent advisor, wealth management firm, or bank our service models allow you to choose the level of support you need to best serve your clients.
FEE ONLY
If you are an advisor that doesn’t collect commissions, Forefront Insurance Partners acts as your fully outsourced insurance partner.
DIY
For advisors who sell insurance and want to stay hands-on, we act as your marketplace and resource center.
OPERATIONS
DELEGATION
If you only want to manage case design and product selection, we serve as a partial insurance back-office and handle policy applications and implementation.
FULL-SCALE
BACK OFFICE
Hand off your insurance operations to us and still collect a commission. Forefront Insurance Partners acts as a full-scale back office and handles 100% of the insurance sales process.
Insurance Service Models That
Work For You
We have a proven, efficient process, a team that truly cares, wants to educate your clients and support your growth, and is eagerly ready to help you fill the insurance gap in your business.
CONSULT
We visit with you to learn about your insurance needs for your firm and clients’ planning.
DESIGN
We do an in depth analysis of insurance options and tailor recommendations to you and your clients.
IMPLEMENT
We help you implement insurance plans for your clients simply and quickly.
