WELCOME TO CRISONA FINANCIAL GROUP

Providing financial insight, innovative ideas, and superior service for your business.

LICENSING & CONTRACTING

Looking for a simple and easy way to get licensed and contracted with all the top carriers? We make it quick and simple to get set up, so you can focus on what’s important – running your business. With our digital platform, you’ll have everything you need at your fingertips.

RUN A QUOTE

The digital quote engine is an efficient, intuitive, and easy-to-use tool that allows advisors to quickly generate quotes with multiple top-rated carriers. It is designed to streamline the process and allows advisors to get their clients the best insurance coverage. Our advanced technology makes it simple for advisors to enter client information and run multiple quotes simultaneously.

E-APP & DROP TICKET

Digital electronic applications are transforming the way people apply for Life, Long Term Care, and Disability Insurance. With just a few clicks on our easy-to-use platform, you can quickly fill out all the necessary forms online without the hassle of printing out paper applications or scanning documents.

FORMS

Forms Library is the perfect solution for advisors who need to use paper applications quickly and easily, as well as in-force policy change forms. By giving advisors instant access to forms, they can more effectively manage their workflow.

Who we work with

Property Casualty Brokers

Life insurance, long-term care insurance and disability insurance are essential tools for brokers to fulfill their client’s insurance needs and retain their already loyal customers. By leveraging these types of products, advisors can increase their client base, grow their business, increase revenue, and provide a variety of long-term solutions to their clients.

Independent Life Insurance Agents

Crisona provides expert guidance on developing plans that are tailored to each individual customer. Our team of advisors have a comprehensive understanding of the industry and are always up-to-date on any changes that may affect customers. Additionally, we prioritize educating our customers so they can make informed decisions that will benefit them in the long run and a strong commitment to customer service. We strive to provide all our clients with guidance and assurance during every step of their life insurance journey– from initial assessment to policy implementation and beyond.

CPA's

We understand the complexities of tax planning and are committed to protecting your clients’ financial security. We have extensive knowledge of the various life insurance policies available on the market today, allowing us to find the best fit for each of your clients. We provide life insurance solutions that are tailored specifically for your clients. At Crisona, we take pride in being able to provide comprehensive planning services, along with excellent customer service.

WEALTH ADVISORS

With Crisona on your side, you can feel confident knowing that the hard work you have put into accumulating wealth and building a secure future for your clients is safe and soundly protected by comprehensive coverage plans tailored to meet their unique needs. We specialize in estate planning, business succession planning, buy/sell agreements, key-man insurance and much more.

OUR SERVICES

WHAT WE CAN DO FOR YOU

LIFE INSURANCE

  • Term Insurance – Guarantees a death benefit if the insured passes away within the stated term period.
  • Universal Life – Permanent life insurance coverage that can be used to guarantee a death benefit, accumulate cash value or both simultaneously.
  • Whole Life – Permanent life insurance that offers guaranteed death benefit protection and guaranteed cash value accumulation.
  • Final Expense – Permanent death benefit solution that provides beneficiaries with funds for burial costs and other final expenses.

LONG TERM CARE

  • Traditional LTC – Helps clients protect their assets and provide a means to pay for the cost of their care when they need assistance with the activities of daily living.
  • Linked Benefit Plan – A life insurance contract with a long-term care rider attached to it.
  • Hybrid Plan – Uses either a life insurance policy or an annuity contract as the base platform from which the long-term care benefit is calculated.

DISABILITY INSURANCE

  • Individual Disability Insurance – Provides a monthly benefit to help cover daily living expenses for individuals who become too sick or hurt to work.
  • Business Overhead Expense – Reimburses a business owner for business expenses incurred during an owner’s disability.
  • Disability Buy-Out – Funds a buy-sell agreement to buy out a totally disabled business owner.
  • Retirement Protection – Helps individuals continue saving for their retirement if they become too sick or hurt to work.

ANNUITIES

  • Fixed Annuity – Provides a guaranteed interest rate for a specified period of time.
  • Indexed Annuity – Account values are influenced by the performance of a named index, most notably the S&P 500.
  • SPIA/DIA – Designed to maximize retirement income by turning a lump sum into future income.

LIFE CARRIERS

CARRIER PARTNERS

We are an equity partner with AIMCOR and this alignment provides powerful carrier relationships and dedicated resources.

ABOUT US

WHO WE ARE

Our mission is to provide agents, brokers and financial advisors with creative solutions to their client’s needs by blending competitive products from quality carriers, underwriting expertise and world class service.

Financial Management

Superior Service

Creative Solutions

Best In Class Technology

Quality Carriers

Underwriting Expertise

Financial Management

Superior Service

Creative Solutions

Best In Class Technology

Quality Carriers

Underwriting Expertise

CONTACT

JOIN US TODAY!

Partner with a team of individuals who offer superior financial solutions and protection for your business.

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