Life, Annuity, Long Term Care & Disability Income
Providing Superior Service
One Billion +
in Annuity Premium Placed
In Life Premium Placed
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.
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.”
THE STORY BEGINS
SPECIFIC SOLUTIONS IS FOUNDED
WE MOVE TO A NEW HEADQUARTERS
OUR PRODUCT LINE EXPANDS
TWO GREAT COMPANIES MERGE
NEW LEADERSHIP IS APPOINTED
WE ADD TO OUR ADVISOR SERVICES
BANK TRUST DEPARTMENTS RELY ON US
THE THIRD GENERATION JOINS THE BUSINESS
WE BROADEN BANK AND CREDIT UNION TRUST
WE ADD ANOTHER MEMBER OF THE FAMILY
APP-SOLUTION DRAMATICALLY IMPROVES ADVISOR PRODUCTIVITY
WE AMPLIFY OUR BUSINESS WITH NEW LEADERSHIP
Brandon Long is named Vice President of Operations and AJ Long is named Vice President of Distribution.