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OUR MISSION : To make a difference in the lives of our clients
Being part of an advisor focused organization with a dynamic, consumer centric, and market focused growth strategy that provides unique, proprietary lead generation and consultative selling strategies and tools along side access to a portfolio of the very best life living benefit and retirement product solutions.
“Our newest LiveAmerica Agent just closed a $13,800 combination IUL and term with ABR on two 50 yr. old business owner brothers. They had recently lost their sister-in-law to cancer. We recommended the industry leading IUL to accumulate money for retirement purposes, since most of their money goes back into their business, and added the very best living benefits term product on the market that gives them access to the death benefit in the event of critical, chronic, or terminal illness given their concerns and recent experiences with illness. As part of LiveAmerica, we can design the most unique, differentiated consumer solutions to fit their needs.” ~ Jim Parks, JPB & Associates – LiveAmerica Managing Partner
“Using the proprietary “LiveAmerica Fact Finder”, we addressed our client’s needs and uncovered an additional need for a $15K target premium Global Atlantic Life IUL. It’s nice to have proprietary tools that enable us to ask the right and unique questions to uncover the needs of our clients. Pair that with the BEST IUL IN THE INDUSTRY and all the best living benefit products available and we can handle all our clients’ needs!” ~ Greg Gutowski, Strategic Wealth Assurance – LiveAmerica Managing Partner
“We have issued over 83 cases to Global Atlantic with only 1 decline. We have issued over 32 cases to American National with only 2 declines. Crazy! That’s a 97% conversion rate, which means we can be more responsive to our clients and get paid faster.” ~ Timmy Hurst, LiveAmerica Managing Partner
“I want to express my thanks for the unbelievable service we are receiving through LiveAmerica. We issued a case less that two weeks ago, the paramed exam was conducted 5 days after submission and the case was issued three days after that … 9 business days after submission. I love doing business with our partners! ~ Chuck Kelly, Keystone Advisory Solutions – LiveAmerica Managing Partner
Founding Partners and Offices