BROKERAGE LIFE INSURANCE

Brand Owner (click to sort) Address Description
CAPITAL CITY STRATEGIC WEALTH Capital City Bank Group, Inc. 217 North Monroe Street Tallahassee FL 32302 Brokerage of life insurance and long-term care insurance; brokerage and administration services in the fields of securities, namely, mutual funds, stocks and bonds, annuities, tax advantaged securities, money market funds, and self-directed retirement accounts, including IRA portfolio management, 401(k) portfolio management, Simple IRA, and Roth IRA portfolio management;STRATEGIC WEALTH;
DISCOUNTTERM DiscountLife, Inc. 405 North Wabash Unit #3104 Chicago IL 60611 Brokerage of Life Insurance and Annuity Products;DISCOUNT TERM;
GROUP SPLIT DOLLAR WESTPORT MANAGEMENT SERVICES, INC. 88 POST ROAD WEST WESTPORT CT 06880 brokerage of life insurance and annuities and administration of a life insurance plan using computerized administration supervisory system;SPLIT DOLLAR;
INVISION Laughlin Group, Inc., The 8305 SW Creekside Place Beaverton OR 97005 brokerage of life insurance, annuities and mutual funds;
STEP WINDSOR INSURANCE ASSOCIATES, INC. 21820 Burbank Blvd, Ste 100 South Woodland Hills CA 913677428 BROKERAGE OF LIFE INSURANCE AND ENDOWMENTS;
 

Where the owner name is not linked, that owner no longer owns the brand

    
Technical Examples
  1. A system and method that includes the use of a bank checking account that can be connected to insurance coverage. In particular, a banking consumer can purchase insurance coverage for unexpected events that may affect the historical deposits and withdrawals relating to the checking accounts. Additionally, insurance coverage other than that of the checking account itself can be included, such as life insurance, so long as the account remains active. Accordingly, the present invention can integrate the negative insurance sell into a positive banking experience.