Life, Annuity, Long Term Care & Disability Income
Problem Solvers

Providing Superior Service

40 +
Carriers

One Billion +
in Annuity Premium Placed

Millions
In Life Premium Placed

100,000 +
Policies

WHAT WE DO FOR YOU

We are a multi-generational, brokerage general agency committed to the success of our advisors. By offering over 50 insurance companies, we ensure your providers and products are based on your firm’s needs. We compliment our products with state of the art technology, marketing, case design, policy service, executive benefits, and estate planning services.

Technology

Ramp up productivity with state of the art technology.

Case Design

Our case design experts craft the coverages needed to meet your clients’ diverse needs.

Approved vs Applied

We fight for the best offer for your client.

Impaired Risk

We specialize in getting impaired risk people insured.

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OUR EXCLUSIVE APP-SOLUTION

We do the work, you get paid.

App-Solution removes the hassle of taking an application, ensuring faster processing, more accurate paperwork and an overall better experience for both you and your client! Interview times average 10 minutes vs. 30 for typical applications. Learn more.

“The App-Solution process has fundamentally and positively changed the speed in how quickly and efficiently my applications are processed.”

SEE LIMRA LATEST NEWS

The latest industry news and trending content
to keep you up to date and in-the-know.

ARTICLE OF THE MONTH

Cost-of-Care 2022 Brochure

OUR PHILOSOPHIES

The ADVISOR is our customer and the most important person in our business.

The ADVISOR is not someone to argue or match wits with.

ADVISORS are not dependent on us – we are dependent on them.

ADVISORS are people who bring us their business – it is our job to serve them.

ADVISORS are not an interruption of our work – they are the purpose of it.

ADVISORS are deserving of the most courteous, positive, and attentive treatment we can give them.

ADVISORS do us a favor when they call – we are not doing a favor by serving them.

When the ADVISOR asks questions, the only correct response when you do not know the answer is: “I do not know, but I will find out for you,” then follow through!

ADVISORS are not cold statistics – they are flesh-and-blood human beings with feeling and emotions like our own.

The ADVISOR is the life-blood of this agency, and every one of our competitors’ agencies.

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OUR STORY

THE STORY BEGINS

Long & Katzman and Associates, Inc. is founded by Robert Long and Irv Katzman.

SPECIFIC SOLUTIONS IS FOUNDED

Specific Solutions, Inc. is founded by Patricia Long and Marlene Katzman.

WE MOVE TO A NEW HEADQUARTERS

Specific Solutions, Inc. moves its headquarters to International Drive.

OUR PRODUCT LINE EXPANDS

Specific Solutions begins to market long-term care insurance.

TWO GREAT COMPANIES MERGE

Long & Katzman and Associates, Inc. and Specific Solutions, Inc. merge.

NEW LEADERSHIP IS APPOINTED

Thomas Long is named President of Specific Solutions, Inc.

WE ADD TO OUR ADVISOR SERVICES

Policy Review program is launched by Specific Solutions, Inc.

BANK TRUST DEPARTMENTS RELY ON US

Specific Solutions, Inc. starts formally reviewing policies for Bank Trust Departments.

THE THIRD GENERATION JOINS THE BUSINESS

Thomas’ son AJ Long starts working at Specific Solutions, Inc.

WE BROADEN BANK AND CREDIT UNION TRUST

Specific Solutions, Inc. begins an Institutional division looking to grow their bank and credit union clients.

WE ADD ANOTHER MEMBER OF THE FAMILY

Thomas’ son, Brandon Long, starts working at Specific Solutions, Inc.

APP-SOLUTION DRAMATICALLY IMPROVES ADVISOR PRODUCTIVITY

App-Solution program is launched by Specific Solutions, Inc.

WE AMPLIFY OUR BUSINESS WITH NEW LEADERSHIP

Amber Cress is named Executive Vice President / Co-Chairman of Specific Solutions, Inc.
Brandon Long is named Vice President of Operations and AJ Long is named Vice President of Distribution.

OUR OFFERINGS ADAPT TO CHANGING TIMES

Specific Solutions, Inc. begins offering Variable Products.

Our Unique App-Solution Program

Business Building Essentials

Life, Annuity, Long Term Care & Disability Income Problem Solvers