
SOURCE BROKERAGE
a Crossroads Financial Group Company

Non-Med Underwriting Means No exams Or Labs
Up to $2 million non-med up to age 45, up to $1 million non-med up to age 55. Amounts, ages and guidelines vary by carrier. No exams or labs means no-contact underwriting with faster approval.
Non-med guidelines with carriers are constantly evolving. Click here for details.
Long Term Care Solutions
Featuring The Advantages Of Life/LTC Hybrid Products
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Rates guaranteed, locked-in from day-one
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Benefits guaranteed, locked-in from day-one
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Featuring Life / LTC hybrid products from Lincoln & One America
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We can put both spouses on the same policy
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Return of Premium options available
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Single pay, short pay, and ongoing level pay options
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Benefit periods from 25 months to unlimited/lifetime
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Click for more info and tools
SPIAs vs Income Riders
Be A Hero To Your Income Clients
Income Riders, designed to help clients "sit on the fence" between guaranteeing an income stream and having access to their principal, currently outperform traditional SPIAs in almost all instances.
If you have a client looking for guaranteed income, we can canvas the market to make sure you're providing the highest possible income arrangement. Ask for details
U.L. Plans With
No Surrender
Charges
100% Liquidity
Earn $$$
For Policies That Are No Longer Wanted
Inexpensive
Accidental Death Policy
Guaranteed
Issue