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Pacific Wealth Solutions. We use technology to empower and increase efficiency for buyers and sellers of life insurance products.
All of your proposals will have the data, the math, and the graphics to prove why your proposal is better than your alternatives.
Clients can apply for one or multiple carriers after the diagnosis process.
The Alpha provides user-friendly fact finder questionnaire where client’s answers will be auto-filled into carrier forms.
Within 1 minute of completing the process, without a medical exam.
We electronically gather medical and financial information instantly, help you and your clients get approvals and close sale on the spot.
The Alpha allows you to manage your client’s information and their policy status in one place.