DESIGN & CASE SUPPORT

MVP Case Managers serve as our advisors’ point persons and work with a dedicated team of associates and partners to design, track, and monitor our advisors’ cases from concept to completion. As a team, they can handle a full range of case scenarios, including more complex cases that require detailed illustrations and carrier/product research.

ADVANCED MARKETS

The MVP Advanced Markets Solution Center helps our advisors design and build the most competitive solutions for their complex cases. Our team of advanced markets experts offers our advisors leading-edge planning strategies, support with tax and legal issues, carrier product intelligence, and implementing planning strategies that incorporate Life insurance.