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Marketing concepts and resources to grow your business.

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Client Fact Finders and Questionnaires

Excellent tax, industry and client resources at your fingertips
Your Virtual Sales Assistant

Case Studies

Club APEX recognizes our top producers

$150,000 annual credited premium commitment
Contact your brokerage manager or Michele Fisher for details.

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Leadership and Incentive Trips

  • Top 10 elite producer recognition trip
  • Connect and leverage other top agents
  • Celebrate your successes
  • Grow your business

Business Building Ideas

  • Growing a successful annuity practice
  • Premium financing opportunities
  • Industry updates
  • Retirement income pyramid
  • Perspectives from top producers

Networking Events

  • Network and celebrate success
  • EligoTM Elite Golf Country Club Access
  • Fall football weekend events
  • Year end holiday party

Premium Finance

Northstar Funding Partners

Leading experts in premium financing who have provided life insurance solutions for 20 years and have funded more than 1,000 transactions for financial service professionals.

Click Here To Learn More

Medicare

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Operating as fiduciaries, and acting as a trusted partner to Financial Planning firms across the nation, MyMedicarePro provides comprehensive and customized Medicare Planning and enrollment services for clientele nearing Medicare eligibility, or nearing retirement.

Click Here To Learn More

Life Settlements

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We work with several institutional funders to ensure that the offers we make on cases reflect real value. Rather than making offers from a single money source, we maximize the potential of your life insurance by using different funds. This is reflected in Abacus Life’s transparent and competitive pricing for every single case. We pride ourselves on being able to understand the finer details of the cases we take on.

Click Here To Learn More

Inforce Policy Review

Proformex

 

Proformex delivers multicarrier visibility, distributor collaboration

and performance reporting for advisors and brokers

in a single, secure platform. 

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NIC for agents offers a single platform that provides access and

insights into your book of business with inforce data

from multiple carriers and distributors.


Video Library


Upcoming Events

 

CIC APEX Academy Advisory Forum – Invite, and Agenda
Thursday, October 6th – 7th
Boston, MA
RSVP to mfisher@coastalic.com or call 484.873.8283

Creating and Sustaining Intergenerational Wealth – Invite, Agenda, and Bios
Monday, November 13th
Tulsa, OK
RSVP to sbyerly@coastalic.com or call 918.688.7906