KazInsurance

Our life insurance brokerage group exists to help agencies and advisors create peace of mind and opportunities for their business through insurance practice management, insurance planning, and insurance distribution.

Who We Help

We work with insurance agents, financial advisors, and property casualty agencies that value strategic relationships, understand the importance of insurance planning, and don’t have the time or the resources to manage the insurance distribution process.

OUR SERVICES

Relationship

Relationships with our advisors, clients, carrier partners, and network of professionals are of the utmost importance. We value our relationships and realize that without them we cannot be successful. Our sole purpose is to make everyone we partner with feel great about doing business with us.

Case Design

Our team can help with advanced case design including wealth preservation, transfer strategies, estate planning, executive benefits, business continuity, and overall insurance planning. Designing cases has only become more complicated. We want to help.

Navigating

There are many moving parts to the insurance marketplace and it is difficult to find someone that can help you navigate it. From how to present a case to a carrier, to negotiating an offer, and to justifying financials, we will be your advocate.

Underwriting

The approach we take to underwriting advocacy in our life insurance brokerage group is a proven winner. We work with our carrier partners to present your case in the best possible light. Our goal is to provide unsurpassed value to our underwriters in a streamlined process.

Technology

KazSource Life Insurance Brokerage uses an efficient process that starts with technology. From online applications and IT support to secure cloud storage, our advancements in technology are making it easier to do business at every level.

Policy Service

After the policy has been placed, the relationship has just begun. Who will be there to make sure the coverage is suitable and stays in force? We are set up to systematically, pro-actively and personally manage your portfolio.

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Our Content

Managing COVID-19 in the Life Insurance Industry with Mitch Long | Videos

Managing COVID-19 in the Life Insurance Industry with Mitch Long | Videos

Videos on managing COVID-19 in the life insurance industry. Fear, Innovation, and Long Term Care. The topics Mitch Long talks about in the videos below that address managing COVID-19 in the Life Insurance Industry. It all starts with activity. COVID-19 has impacted all industries and individuals. And in these videos, we hear from KazSource Insurance

Many Ways to Say GOOD

Many Ways to Say GOOD

Over the weekend I was trying to come up with a sales-idea to send out to all my agents. My son happened to show me a clip, which I have included below, from a former Navy Seal (Jocko Willink, author of the bestselling book, Extreme Ownership). In this video, Jocko talks about how to say

Life Insurance in the Post Pandemic World

Life Insurance in the Post Pandemic World

for agent use only | life insurance post pandemic by Mitch Long I hope everyone is doing well and I am excited that in North Carolina we appear to be moving in the direction of opening up the state. However, I think this experience may cause some permanent changes in how customers purchase life insurance

KazInsurance

10815 Sikes Place, Suite 320
Charlotte, NC 28277