Advanced marketing concepts

  • 412(e)(3) Plans
  • Life Insurance Review
  • Accounts Receivable Financing
  • Living Benefits
  • Annuity Rescue
  • Loan Rescue
  • Business Succession Planning
  • Pension Exit Strategies
  • Captive Arrangements
  • Pension Maximization
  • Charitable Legacy Planning
  • Premium Finance
  • Estate Equalization
  • Section 79
  • Executive Benefits
  • SPIA Funded Life
  • IRA Exchange
  • Split Dollar & Deferred Comp.

  • Key Person
  • Wealth Transfer
  • Life Insurance in Qualified Plans

Products:

  • Indexed Universal Life
  • No-Lapse Guarantee UL
  • Current Assumption UL
  • Survivorship Life
  • Whole Life
  • Single Premium Life
  • Living Benefits (ABRs)
  • Level Term Life
  • Return of Premium Life
  • Simplified / Guaranteed Issue Life
  • Linked Benefit Plans

services & incentives

  • Illustration Support

  • Term Life Comparisons
  • Estate Planning Projections
  • Product Design
  • Competitive Analysis
  • Term Quote Engine
  • Point-of-Sale Support
  • Client Communication System
  • Pre-sale Underwriting Guidelines
  • Case Shopping
  • Table Shave Programs
  • Website Case Studies
  • Incentive Trip Contest Credits
  • Continuing Education Classes
  • Product & Sales Seminars
  • Exchange Programs
Life Insurance can be a crucial tool in estate planning, wealth transfer, and as a cash accumulation vehicle offering benefits that go beyond traditional income replacement to a beneficiary.  At Booth Brokerage, LLC, we’re all about LIFE. We’ll help you fit Life Insurance into your client’s financial profile, even in those difficult to place cases.

underwriting & impaired risks

Booth Brokerage, LLC is your one stop solution for hard to place cases. With a professional underwriter on our staff and over 20 life insurance carriers at our disposal, we can provide expert underwriting assistance, efficient case management - everything you need to get the best decision for your client.
  • First Look trial applications – specialty designed for informal inquiries
  • Online Underwriting Guidelines – quote the right class from the start
  • Impaired Risk Questionnaires - tools to help gather critical information
  • Ability to Shop & Place cases approved “other than applied for”
  • Aggressive negotiation skills