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Our Services

With Nexus Financial at your side, you can focus on what is important; serving your clients. Our dedicated and knowledgeable staff will give you the service you need to boost your sales and expand your practice. We take pride in our support! You can be confident that we will help you get policies issued in a fast and efficient manner. We are there from beginning to the end. We can provide help with everything from basic case illustrations, to advanced sales concepts and underwriting. We will also gladly handle administrative work like ordering exams, submitting applications, and case status reports.

Working with a number of different insurance carriers was never this easy! We simply need one form filled out and we can take care of all of your contracting paperwork from then on. Want to shop a tough case to several different companies? That only requires one set of paperwork as well.

Comprehensive/Competitive Illustration Design and Support

  • Life
  • Disability
  • Long Term Care
  • Annuities

Sales and Marketing Ideas and Concepts

  • Emails-“Quick Hits”
  • Sales Meetings
  • Advanced Sales
  • Creative Strategies

Life Insurance Competitive Intelligence

Provides the following resources:

  • Competitor Monthly Interest Rate Report- compares policy interest rates and changes of 20+ companies over previous 12 months.
  • Side by Side Comparisons of individual companies’ product features.
  • Head to Head Comparisons across different funding options, ages, rate classes and cost differences.

Licensing and Appointments

We provide and expedite all paperwork in-house.

  • Send producers pre-populated required licensing paperwork
  • Proof and submit producer paperwork to carriers
  • Track and expedite

In-House Case Management

This process is initiated when we receive the application. Upon receipt of application we will then:

  • enter all data
  • order medicals
  • track progress
  • send out weekly case status updates
  • pursue best possible offers

Our responsibility continues through until all the policy delivery requirements have been completed.

Underwriting Support

Along with our independent underwriters, we have the ability to share case information among all of our high quality carriers.


  • Expertise, design and support across fixed & indexed annuities
  • Up to date spreadsheets showing all current companies and rates

National Design Team

This team is comprised of several JD LLM’s

Business Planning

Expertise and support in all areas of planning, including but not limited to:

  • Succession Planning
  • Planning Techniques
  • Buy/Sell
  • Key Person
  • Executive Compensation
  • Business Owner Exit Strategies
  • Technical Documents Summaries

Estate Analysis and Planning

Expertise and support in all areas of planning, including but not limited to:

  • Trust and Will Review
  • Wealth Preservation Techniques
  • Financial Modeling
  • Charitable Planning
  • Generation Skipping

Legal Document Review

  • Trusts and Wills
  • Buy/Sell Agreements