Securian’s newest IUL product, Orion, is first to offer an UNCAPPED indexed account with:
- S&P 500® Low Volatility Index tracking
- 100% participation
- No spread
See the attachment for more information or give us a call 585-203-1206!
We understand the woes of adding life insurance to your platform. Check out this video from our carrier North American on how we’re staying ahead of the game to make your application processing quick and efficient!
Call us with questions or to get a quote!
Do you know all there is about Indexed Universal Life Insurance? Check out this video from our carrier Securian!
Do you know all there is about Indexed Universal Life Insurance? Check out this video from our carrier Securian! Call us with questions or to get a quote!
Please join us on Tuesday June 6th at the Hilton Boston/Dedham as OneAmerica and Jurs Montgomery present a morning with Harley Gordon. You can see Harley’s bio HERE. Breakfast at 7:30am with the meeting to start promptly at 8:00am. Stay tuned for more details to come!
Please note that effective April 17th the Pittsford office has moved to:
Jurs Montgomery Brokerage
1159 Pittsford-Victor Road, Suite 125
Pittsford, NY 14534
Our fax and phone numbers have remained the same. Thanks!
We are very excited to introduce SwiftApp to JM Brokerage producers!
SwiftApp allows life insurance producers the ability to run quotes with the industry’s leading term and GUL carriers, and submit orders straight from a smartphone, tablet, or computer.
- Producer simply submits the client’s basic contact information to place the order (less than 10 brief inputs), and then the their job is done
- Client will then get a call that same day, or at most within 24 hours, to take the application over the phone and set up an exam
- Once everything is completed, the JMB will receive a 100% In Good Order formal application ready to submit to the carrier