Life Insurance

Our life insurance carriers include:

	Legacy Insurance Services
	Cavalier Associates
	Assurity Life Insurance

We are always looking for ways to improve the value you receive as a partner of Vertical Vision.

We’ve partnered with Cavalier Associates to provide the best in life insurance providers to our agents.

Cavalier Associates will be providing all of the back office marketing, case management and post-issue service you need to continue to build out this important part of your practice.

Vertical Vision Life Team
(powered by Cavalier Associates)
805-367-8654

Trained Marketing Assistants will help you develop your case and get you everything you need to write the business:

• Analyze your clients needs
• Recommend a solution
• Prepare all illustrations and sales materials
• Send you contracting paperwork and applications

A Cavalier Associates case manager tracks your case from the time you submit it until you get paid… And keeps you informed every step of the way:

• Order all requirements, including paramed exams and medical recordss
• Communicate with both you and the carrier to complete the case and get an offer as quickly as possible
• And, your case manager will keep you up to date with any status change, either on the Cavalier Associates website, or via e-mail.
• Our in-house underwriter will get involved, if necessary, to ensure that your client receives the most favorable offer possible

And, easiest to write term insurance!

• An online application process that eliminates the necessity for client signatures
• Reduces the completion time to a matter of minutes!

Our Product Partners

Allianz Life American General American National AVIVA AXA Equitable Companion Life Genworth ING Life Companies

John Hancock Life of the Southwest / National Life Lincoln Benefit Life Lincoln National Life MetLife Investors Mutual of Omaha Companies

New York Life Principal Financial Group Protective Life Prudential Financial Transamerica Zurich Life