Creekmore Insurance Group is a life insurance brokerage general agency.
We serve a nationwide network of financial advisors, attorneys, CPAs, and insurance agents.
Our product lines include life insurance, long term care, and annuities from all of the major insurers, and related specialty coverages like high limit individual disability and jumbo life with war risk coverage.
We Are Problem Solvers
Whether it’s a medically challenging case or a client with no retention available we won’t stop until we’ve shopped the market and exhausted all possible options. Our complete support allows advisors and agents to maintain independence while having complete access to a competitive marketplace. We provide complete sales support through the planning process, from sales ideas to product selection assistance, and complete case design support for complex transactions.
World Class Back Office
We provide concierge-level service for every application. When an advisor is ready to write a case, our experienced staff hand-selects the necessary
paperwork. We order all of the exams and medical records and methodically follow cases through the underwriting process from submission to placement. Updates on case status are available in realtime on our secure Extranet, and our staff regularly delivers updates via email and telephone.
Our virtual back office provides advisors with a single point of contact for dozens of insurers, and allows advisors to avoid hiring additional administrative staff to process insurance business.
Technology
The comprehensive service we provide even extends into cyberspace. We offer extremely sophisticated technology for advisors and agents.
Our online quoter provides a fast “across the board” look at term and universal life products, including up to 288 rates on a single report. The Life Agents Mobile Office app for Android devices provides term and universal life quotes, an underwriting manual, financial planning tools, and quick access to realtime case status.
Planning Expertise
John Creekmore, President, and Matt Treskovich, CFO, are decorated veterans of the industry.
John is a Certified Financial Planner®, Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Certified Employee Benefits Specialist (CEBS).
Matt is a Certified Management Accountant (CMA), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Fellow of the Life Management Institute (FLMI).
Learn More
Contact us today at (800) 359 – 5102 to discuss how our complete service offerings,
competitive compensation, and extensive product lineup can help you
grow your practice and better service your clients.
RSS Feed