Advanced Underwriting Consultants


Creative Marketing has been a client of Advanced Underwriting Consultants for some years now.  With the help of your associates, our annuity and life sales consultants are able to answer the more advanced and complicated questions that they receive from our producing agents.  You do it correctly, effectively, and very timely; and that make Creative Marketing’s services more valuable to our agents.

– Paul McGillivray, Senior Vice President, Creative Marketing

Advanced Underwriting Consultants has done an awesome job providing advanced sales support to our advisors and the home office. The advisors are extremely satisfied with the support they’ve received and the presentations that Linas gives at our big events are well attended and informative. We have never been disappointed with AUC.

– Kevin Bachmann, CMO, Midland National.

AUC’s phone support is timely, technically accurate and clear.  The advice given is practical for our producers.  Linas’s presentations are always a hit at our company meetings.

– Garth Garlock, Senior Vice President, North American Company for Life and Health Insurance.

Your services are tremendous! Being able to have access to this kind of tax knowledge is wonderful for my producers and their clients! They always make me feel welcome and they are always happy to help! Great company!

– Jonathan Padgett, Marketing Consultant, Financial Independence Group.

I rely heavily on Advanced Underwriting Consultants in various aspects of insurance and estate planning techniques in the financial world. Every time I’ve come across an issue that is outside of my normal area of expertise, Linas and all of the folks at AUC have gone out of their way to get me the right answer and assistance I need in a timely fashion. Their partnership has given us the advantage over our competitors in being on the forefront of advanced life insurance and estate planning cases. I would highly recommend this firm as they have been my encyclopedia for all things related to the advanced insurance planning field.

– Rochelle Rosa, Marketing Consultant, Financial Independence Group.

Advanced Underwriting Consultants have helped me close dozens of annuity cases with my agents over the last several years. One of my greatest resources is the access to AUC’s wealth of experience and knowledge on most tax and legal questions regarding annuity sales. AUC is always available to take a live conference call with my insurance agents, accurately answering their tax specific questions on the spot, helping to resolve any technical issues that may have previously been an obstacle for their annuity customers. I highly recommend AUC to anyone interested in being able to provide time sensitive tax fact support and enhancing their client business relationships.

David Henggeler, Annuity Consultant, Creative Marketing.