Gentry Partners, Ltd is a boutique life, ltc and annuity brokerage firm which was co-founded by Debra Hoag and Don Ogilvie in an effort to offer the best carriers at the highest payouts and provide the underwriting, case design and advanced sales support that it takes to get large and/or impaired risk cases issued and paid. Experienced staff provide the following services: licensing, new business processing, compensation, product and marketing support including spread sheeting various carriers and providing comparative analysis on the different products, and medical underwriting support with underwriting on staff and an MD consultant.
GP works with large producers on cases which are typically large face amounts, many times with health or capacity issues. We are active in premium financing, 412I, split dollar analysis, deferred compensation and life settlement markets.
GP works with any insurance licensed agent on term, universal life, whole life, fixed annuities or ltc. GP must ascertain the permission of the agent's retail broker dealer to provide support for their variable life cases.
We think that understanding the large producer and his/her demands for service and for delivery of what is promised sets us apart from other brokerage firms where the agent can become a "number." At GP we work through all aspects of the case with the agent from the case design and carrier/product selection to the underwriting issues. We have dedicated service teams in licensing, new business, underwriting and post issue to track and handle our business at each carrier. Give us an opportunity to not only process your business, but to give you creative sales ideas and make your case happen in underwriting with our contacts and experience.
President, Gentry Partners, Ltd.