Life & Annuity

The protection and income line your clients already need — placed for you.

Your clients have life insurance and guaranteed-income gaps you aren't being paid to fill. Bring us the case; we handle the carriers, the underwriting, and the paperwork. You keep the relationship and get credited on the business.

Submit a case
You keep the client relationship. You're credited on the business. We handle carrier access, placement, and the back office.
The Opportunity in Your Book

Every business owner and family in your book has an unmet protection or income need — coverage that's never underwritten, never replaced, or never put in place at all. If voluntary benefits are the only line you write, that business goes to someone else's office. This is recurring, high-value work that belongs in yours.

What We Place
Variable and securities-based products are handled through our partner network — submit the case and we'll route it appropriately.
How it works

Bring the case. We handle the rest.

STEP 01

Submit the case

Client basics, objective, and budget through one short form.

STEP 02

We place it

Carrier selection, case design, underwriting, and any suitability or replacement paperwork.

STEP 03

You get paid

Credited on the business under your office, while you remain the client's advisor.

Why route it through JF Insurance Partners

Your relationship. Our infrastructure.

  • ✓Broad carrier shelf without chasing individual appointments
  • ✓Case-design and underwriting support so complex cases close
  • ✓Suitability and replacement requirements handled correctly
  • ✓You stay advisor of record — never a competitor
One form

Send the case in minutes.

Submit the details through the unified intake and our team takes it from there — with your office attribution attached so you're credited on the business.

Submit a case

Have a case ready?

Send it now — you stay the advisor of record.

Submit a case

Prefer email? Life: life@jfinsurancepartners.com  ·  Annuities: annuities@jfinsurancepartners.com