You’ve worked hard to build a trusted book of business.
Our program helps you protect it, deepen it, and grow it—by pairing your agency with a dedicated Life & Annuity Producer who serves your clients as an extension of your team.
No hiring. No disruption. No loss of control.
Just smarter growth and better client care.
This program is ideal for agency owners who:
You’ve already done the hard work of building trust with your clients.
Let us help you maximize the value and offerings of your book of business—giving your clients the protection and planning they need.
Your clients already need life insurance and annuities—you simply need the right structure to deliver it.
Hiring, training, and managing a life department is expensive and time-consuming.
Your clients receive focused, professional life insurance support—without being passed to a call center.
Your agency remains the primary relationship—always.
Clients who hold both P&C and life policies are significantly more loyal.
Our program is designed to grow with you—without sacrificing compliance or control.
We connect P&C Agencies with licensed life Producers. Unlocking insurance potential from their existing book— without hiring, licensing, or managing a life agent.
• We offer an agency model that allows you to focus on what you do best: sales, service, and running a Property & Casualty agency.
• We provide trained life producers, vetted by Leaders Financial Group, to support the growth of life, annuity, disability, and LTC business for your clients.
• Life producers are trained in professional phone etiquette and needs-based sales.
• Sales producers make outbound calls on behalf of your agency, representing your brand.
• You retain full care, custody, and control of your clients through oversight of your Agent CRM, including contact frequency and approved product marketing.
• Non-solicitation and non-compete protections remain in place for all Property & Casualty lines, safeguarding your existing book of business.
Why Expand into Life, Annuity, Disability & LTC?
• You have built a successful Property & Casualty-focused agency; our role is to complement, not replace, your existing business.
• Our marketing programs are non-invasive and passive, allowing outreach to 5–20 clients per day at a pace you control.
• Ancillary products increase the long-term value of your book, particularly in the event of a sale or merger.
• Significant untapped income exists within your current client base, providing additional capital for staff, marketing, and agency growth.
• Our simplified underwriting program allows pre-underwriting of your book for simplified issue term life opportunities.
Please reach out to our leadership team, we can fit you with a Producer that fits your needs.
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