Your Clients Rely On You. <br/>You Can Rely On Us.

Your Clients Rely On You.
You Can Rely On Us.

Skip the overwhelm—recommend the right insurance solutions, backed by real support and resources built for advisors.

Let us be your back-office insurance experts, so you can focus on your client relationships and financial planning services.

Tired of sifting through endless insurance options or dealing with unresponsive service? Our solutions were developed for advisors like you — making insurance easy, clear, and efficient.

Prudential
Momentum Wealth Partners
the360pg
ECA Marketing
Fidelity & Guaranty
Allianz
Guardian Life
Nationwide
New York Life
Prudential
Momentum Wealth Partners
the360pg
ECA Marketing
Fidelity & Guaranty
Allianz
Guardian Life
Nationwide
New York Life

Advisor Benefits

Rapid Onboarding

Sign up and start serving clients with our guided onboarding process.

Dedicated Support

Direct line to an experienced team that understands your cases—no call centers or runaround.

Advisor-First Resources

Product solutions, training, and comprehensive resources developed with you in mind.

Streamlined Experience

A curated selection of insurance-related business solutions—no clutter, no guesswork.

No Hassle. No Fuss.
Simplified Onboarding

1

Sign Up

Create your account to access exclusive resources and support.

2

Explore Solutions

Consult with our onboarding specialist to get paperwork in order.

3

Connect & Collaborate

Work alongside our specialists for strategic support.

4

Confidently Advise

Provide reliable recommendations with confidence every time.

Product Solutions

Comprehensive insurance solutions for your client's needs

Life Insurance

A foundational legacy building solution for your clients

Disability Insurance

The key to safeguarding your client's most valuable asset

Long-term Care

The solution for preserving a client's wealth and independence

Advisor Access Panel

Everything you need, right at your fingertips

Resource Library

Product guides, materials, and presentations accessible in seconds

Explore Resources

Contracting

Streamlined onboarding for new or transitioning advisors

Coming Soon

Training

Step-by-step onboarding and advanced training when needed

Coming Soon

Dedicated Support

Solutions you can rely on with support you can count on.

“Our goal is to provide you with the tools, resources, and support you need to deliver the right insurance solutions for each client.”

— Doug Frank, Managing Partner

Available Live Support

New Business

Office Hours:
Monday–Friday: 8 a.m. – 5 p.m. CST

Quick Start FAQs

How do I access my account?
Once you're registered, you can log in using the “Login” link at the top of our website. Enter your email and password to access your iPipeline dashboard.
Where can I find product training?
Currently, you can reach out to our support team for dedicated hands-on training and walkthroughs. We're working on developing training resources to help you get started and level up quicker.
How do I contact support?
Reach out via phone or email during business hours for prompt assistance from our support team.
How do I get started?
You can call or email our Director of Advisor Relations & Support, for streamlined onboarding.
Two financial advisors discussing a tablet

Solutions curated for You.

Connect with your representative today and discover insurance solutions curated for you. Simple. Reliable. Advisor Focused.

Get Started Now