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Life insurance
Estate Freeze
Estate Equalization
Beneficiary Limited Access
Dynasty Trust
Spousal Limited Access Trust
Charitable Estate Concepts

Financial Tools For Registered Agents

Service Videos

Client-Approved videos that simplify insurance.

Contracting Forms

Immediate access to Contracting Forms, at any time.

Applications

24/7 access to Applications from any of our carriers.

Underwriting

On-site case management for your cases during the underwriting process, to ensure that every case is being underwritten fairly.

Illustrations

WinFlex is a Financial Tool available ONLY to registered agents for use. With this software you can quickly provide your clients with an illustration for EIUL, GUL, UL, WL, Term, SUL, and more.

Register as a Fortress Brokerage Agent Here to Gain Access to the Financial Advisor Library.