The Clear Results For Life Promise PDF Print E-mail
The Katz Life Group builds upon years of service experience earned while servicing life agents catering to affluent clients.  We understand what it means to be your own boss, and the high pressure demands clients make.

We promise to help you keep your promise to deliver clear results to your customers.

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  • Weekly Status Updates
    Using the latest automated reporting tools, delivered to your inbox, or via a phone call. We know there is nothing worse than being in an information black hole.
  • Tight integration with underwriters and carriers
    You know that cases get placed when a good relationship is maintained with an underwriter. We know them by their first names and are in contact with them constantly.
  • Expertise in medical underwriting
    Which carrier do I use for Diabetes? Cigars? Foreign Travel? Recent Cardiac history? Bring us your impaired risk and we will find you the best rate.
  • Access to cutting edge products
    We will help you keep up with the cheapest pricing, useful riders and guarantees, and innovative strategies.
  • Consulting on financial underwriting requirements
    Often the difference between a $2,000,000 case and a $10,000,000 case is a matter of determining the proper need from a bewildering array of Tax returns, K1's, property notes, and balance sheets.  We will help you make sense of it all.