Visionary Offers:

Product lines include but not limited to: Life, LTC, Hybrids, Disability, Annuities, Specialty Risk Programs & More.

Product Aggregation:

We work with multiple insurance carriers to offer a diverse portfolio of products to tailor coverage to your clients' needs. Visionary forges the relationship between you and the carrier. We provide unbiased advice.

Advisor/Agent Support:

 We offer our advisors training, sales support, and resources to help them effectively market and sell insurance products. This support may include assistance with client presentations, underwriting guidelines, and regulatory compliance.

Licensing & Management: 

We contract you directly with the insurance carrier and they compensate you. We expedite this process! We are paid directly by the insurance carrier, our services come at NO COST to you. You keep 100% of your commission.

Marketing and Branding:

 We develop marketing campaigns and materials to promote insurance products to consumers. We offer branded and non-branded marketing materials. We also assist with branding and marketing efforts to help you grow your business. Visionary helps YOU grow!

Compliance and Regulatory Support: 

We navigate complex insurance regulations and ensure compliance with industry standards, helping to mitigate risks for both agents and carriers. We provide

support and resources to facilitate sales, and ultimately helping consumers secure the insurance coverage they need!

Customer Service:

 We have the best in-house underwriters, case design and case managers! Our attentive staff is ready to take your call!

Your success is our Vision!