Our unique Services
01
Direct to Consumer and Estate Guru
With our Direct-to-Consumer platform, clients can conveniently purchase insurance policies online from their own computer—while still keeping their trusted agent, who continues to earn commission on the sale. Plus, agents can now offer even more value by providing access to estate planning through Estate Guru. Clients can easily expand their financial portfolio with services like wills, joint trusts, or individual trusts, all guided by a dedicated estate planning expert.
02
Tax-Free Living
Our agents are equipped with Edward Pritchett’s book Tax-Free Living, along with the full workbook and coursework—so they can guide clients through proven strategies to structure their taxes in a way that works for them, not against them. It’s about helping clients keep more of what they earn and build lasting wealth.
03
24/7 Quility Financial Advisor
From tracking market trends to identifying emerging opportunities, we provide you with timely insights and actionable recommendations to navigate the ever-changing landscape of finance with confidence. Whether you’re seeking guidance on a specific trade or simply need reassurance during volatile times, our dedicated support team is always on standby, ready to provide the assistance and expertise you need, exactly when you need it. With our unwavering commitment to your success, you can trade with peace of mind, knowing you have a trusted partner by your side every step of the way.
04
Book of Business Management
The Book of Business Management allows agents to have the necessary support needed in order to not only grow, but also elevate their independent agency!