Enhancing Financial Professional Practices Since 1972

A full-service brokerage general agency, we’ve helped thousands of agents provide their clients with better values in life insurance, long term care insurance, disability insurance and fixed annuities. Through sales training, marketing, case design and underwriting we are here to assist you and build a long term partnership.

Core Service Solutions

Portfolio of Products

Life Insurance

Access to the best products from the best companies delivered to you with professional case design support and better underwriting offers.

Long Term Care

Assistance educating clients and creating plans to manage one of the biggest expenses in retirement.

Disability Insurance

Protecting your client’s ability to work and earn income is critical to the health of families and businesses.

Annuities

Guaranteed returns and guaranteed income can safeguard retirement readiness and anchor portfolios.

Who We Serve

Our goal is to develop long term relationships with financial service professionals. We’re dedicated to improving the brokerage experience by providing excellent support and access to the best tools and products. Due to the added value ISSUE provides, agents can often operate leaner and with less overhead.

Financial Advisors – Fee Only & Fee Based

Property and Casualty Agencies

Mutual Company Career Agents

Business Owner Specialists

Employee Benefits Agents

Estate Planners

Independent Agents

Why Choose ISSUE

ISSUE Insurance partners with Financial Advisors and Insurance Agents to identify, evaluate, and implement appropriate client wealth preservation and accumulation strategies utilizing insurance. We follow industry proven procedures to a fiduciary standard to ensure clients receive consistent, effective and valuable solutions. Our services range from a high touch wholesaler all the way to operation of your Agency Insurance Department, including client facing acts of an agent as needed. Our goal is to enhance your practice through the integration of insurance services.

CFP and CLU level case design ensures you get quality solutions

Underwriting expertise, agents regularly tell us "We get better offers"

Productivity tools via our Agent Portal

Boutique level of service, lean on our experience

Increase your business revenue and endear your clients

Achievements & Milestones

Policies Issued

Largest Life Policy Written

Business Founded

Preferred Carriers

What Our Partners Say

“The thing that I love and why we use ISSUE 30 years later… we find you guys to be experts in every area of insurance. We’re all financial planners but when we have an insurance question we come to you guys. We love that we have that expert we can lean on. The other thing I like is when we come across odd situations ISSUE is not afraid to say “hey, that we are not an expert in but we know who is.” That willingness to go out and pull in the resources to make us collectively experts for the end client is just huge. It’s not just what you do—it’s how you do it.”

Wade D.

What Our Partners Say

Ryan told me how well your call went with his new LTC prospect. It resulted in $10,000 of agency revenue. Thanks for all you do for us.

Brian D.

What Our Partners Say

“Within the 5 years that I have been associated with ISSUE… you’re my one-stop-shop… so many carriers I can write with… the ease of doing business, the ease of the quoting process. If I need a little bit of expertise, I will contact ISSUE Insurance… Servicing and knowledge go hand in hand, and it allows our agency to be that much more productive.”

Donna S.

What Our Partners Say

I owe you guys on this one! I’m so glad you called the client directly for me!

Ryan B.

What Our Partners Say

“Congratulations to you and all of your staff and all of those who have preceded you. Being in business for 50 years is quite an amazing accomplishment, and particularly in our business, you can’t get there without taking great care of your clients and customers. And that is something that you do exceptionally well today and have continued the tradition set by those who were there some 50 years ago. Except for where compliance issues intervened, I cannot even imagine using any organization other than ISSUE. Although I have not been in this business for 50 years, I do believe this is year 45 for me. What’s amazing to me is that I think I have been working with ISSUE for 40 of your 50 years… I thank you for all of your problem-solving, service, research, advice, and friendship for all of these years. With your attitudes of service and taking care of people, the stage is set for another 50 years!”

Marc J.

What Our Partners Say

I’m proud of how you and your team handle our agency’s business requests. We are always treated kindly, promptly, and professionally.

John F.

What Our Partners Say

You add VALUE. Love that approach. I’ll be back to you.

Ray C.

What Our Partners Say

Thanks for your work on this. Thank you for getting us the original rate. You are a master of the universe.

Aaron R.

Agent Portal

Powerful Tools to Enhance Your Business

Get Quotes

Get Quotes Fast

Get current term rates from dozens of leading carriers for one-page comparisons to review with clients. For permanent life cases, use the “request for quotes” for comprehensive market surveys.

Launch Agent Portal

Get Appointed

We pay for your subscription to the leading multi-carrier system to streamline your licensing and appointment processing.

Launch Agent Portal

Access Forms

Download new business applications and in-force policy service forms from all carriers for all 50 states.

Launch Agent Portal

Case Status

You get a seat on our new business processing system to view the status of your pending applications and communicate with your case managers.

Launch Agent Portal

Underwriting

Access to numerous tools, including medical impairment questionnaires and underwriting comparison software, gets your clients better offers.

Launch Agent Portal