Membership Information

We provide educational materials in a “How To” format so that the new member can get an understanding of the dynamics involved to transition into this new paradigm of insurance design and planning.

Concept consultation comes with the membership benefit to assist the member through the reorientation process of transitioning to this concept, including our Benchmarking system for determining the basis of fees that can be developed on each individual case.

Our Newsletter (e-mail) which contains information and articles related to comprehensive financial, estate, and business planning concepts. Interviews with members and industry leaders, along with points of interest round out the content.

Stinger Reports (e-mail) supply strategies with the integration of fee-based insurance, keeps our members up-to-date in industry trends, planning developments, “red-flag” alerts on

questionable planning strategies and product merchandising, as well as other news of interest.

Special “Members Only” Webinars are scheduled throughout the year where members can get “hands-on” exposure to marketing and case development.

“Members Only” section which provides educational material, proprietary planning concepts, fee guidance, Newsletter archive, and other useful information.

LIFE 180°™ is the environment in which we work with you and your firm. This relationship allows you to have “Subject Matter Experts” (SME's) to assist you whenever there is a need for plan or policy analysis, advanced planning strategies, case development and more. The member can access the experience and expertise of Comprehensive Analytics through LIFE 180°™ (Life Insurance with Fiduciary Ethics) on a discounted fee-engagement basis.

NOTE:
We do not control the members business or fee calculations, nor do we get "in the loop" between members and their clients. All policy submission activity is direct with the insurance carrier or Broker Dealer. Policy/Case submission is available through the Network, but only when asked to do so by the member.