For over 50 years, Summit Alliance Financial, LLP and its predecessor firms have worked with the nation's top life insurance producers. From our inception to our current structure as a nationally recognized independent Brokerage General Agency, we have always believed that the life agent is the source of our success!
Our team brings to the table over 120 years of experience in the design, underwriting and placement of large and complex cases. From straight-forward life cases to a proprietary Premium Funding program, we can help you develop the best solution to your client's life insurance needs. Summit will provide you with comprehensive case design which will help you separate yourself from the competition.
Our team brings to the table over 120 years of experience in the design, underwriting and placement of large and complex cases. From straight-forward life cases to a proprietary Premium Funding program, we can help you develop the best solution to your client's life insurance needs. Summit will provide you with comprehensive case design which will help you separate yourself from the competition.
Services
At Summit Alliance Financial LLP, we have long-standing relationships with the country's leading life insurance carriers. These ongoing relationships are a testament to our commitment to providing you and your clients with the best possible pricing, coverage, and service. The following carriers meet our demanding standards for financial strength, competitive pricing, and outstanding service.
Summit Alliance Financial's Fixed Annuity Division has developed relationships with 35+ carriers, all of which are top-rated companies. We believe it is a "value add" for our advisors to have the opportunity to shop the market. Summit Alliance's list of carriers is below. Contact Allison Anders, the Director of Fixed Annuities with Summit Alliance for further product features/details and suitable recommendations.
A method to pay a life insurance premium when the client can make more on money with an alternative investment. The owner/premium payer can make more by investing outside the contract than paying the premium directly. 2. Paying premiums will require liquidating investments resulting in lost growth, significant taxation or an unacceptable reduction in investment-opportunity capital.
Larry began his life insurance career in 1979 as an independent agent. In 1989 he was hired as the Brokerage Manager for Transamerica's Dallas Branch Office. Within 12 months, Larry was promoted to Branch Manager of the Dallas Branch. When Transamerica closed their branch offices, Larry co-founded Anders Smith and Associates.
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Cody Gunter
Jul 25, 2019
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