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APIM empowers Independent Financial Professionals

     Our  mission is to support you in achieving your business goals. APIM’s services include
case design assistance, case placement, and training/marketing. By joining us today, you get access
to lucrative rewards & a one-stop shop for your life insurance/annuity business needs. 

APIM’s Back Office Services include : 

Field Support

Concierge assistance that personally guides you along the way to reach your true potential as a financial advisor.

Case Management

Supervision of all case activity through the unterwriting process to make sure it is placed as quickly and efficiently as possible.

Advanced Case Design

Development of complex financial strategies made into easy-to-understand solutions form the most popular illustration software.

Point-of-Sale

Access to an experienced veteran who will interface with your client and assist you in securing the sale.

Strategic Marketing

Tactical branding and marketing strategies used by top financial professionals that will bring your business to the next level.

Complete Support

A team of individuals to help you resolve your requests and streamline your business operations for you and your staff.

 

Gain access to APIM’s portfolio with over

30 different Top-rated insurance carries to expand your business.

View all of our carrier partners