Personal Attention

Our principals are involved on every case to make certain your cases get placed.

Complex Case Design

Let us help you design a plan that passes muster with the accountant and the estate attorney. We have an in house accounting and financial preunderwriting specialist...

Large Face Cases

We have worked with clients with net worth's in excess of $1,000,000,000 and can help you navigate through jumbo limits and retentions to get up to $100,000,000 or more on a single life.

Excellent Compensation

Find out what your old agency is keeping on your hard earned cases! Put more money in your pocket where it belongs.

More Service, More Innovation

Here at the Katz Life Group, we will equip you with innovative and tailored solutions for your clients. Whether your client needs sophisticated premium finance, or the right options to fit their term policy to their business, we will will make sure you have the answers. Fulfillment of your promises is our priority.

KLG Carriers

Broker Tools

Forms Download

Also available online is easy downloading of the most current and up to date forms and underwriting information. You can be assured that you will always walk into your client ready to sell. Click Here

Easy Quoting

Term, Annuity and UL Quoting Packages, online and at your fingertips. - Just contact us to sign up and login. Click Here

Innovative Strategies

Annuity Arbitrage

Sales that sell themselves, generate a death benefit, tax and estate savings, and a monthly income for your client, and two commissions for yourself. Read More

Bank Financing

Want to sell cases that earn you $150,000 to $1,000,000+ per case!. You can, with the Katz Life Group. We will show you how to turn those objections about exit strategies and collateral into closed and funded sales. Read More

Rock Solid Service

Clear Results

The Clear Results for Life promise is made to every agent on every case. We will eliminate the "information black hole" you get with other agencies with weekly status reports, and make sure you deliver results by hounding underwriters until they deliver a reasonable, sellable quote. Read More