Built for growth-minded life insurance advisors
Stop Managing Cases. Start Closing Them.
Partner with Sound Income Group to leverage the most valuable asset: Time. Let us handle your case design and case management, so you can leverage your time to explore and expand new opportunities that can help increase revenue and retention. You’ve wanted to, now is the time.
Let's Get Started!
Let There Be LEGACY INCOME FINAL EXPENSES ESTATE TRANSFER L.I.F.E.
A simple framework to help explain common planning reasons for why life insurance may be considered.
Legacy
Leaving money to heirs, a cause, or a purpose your client is passionate about.
Income
Helping protect and/or supplement retirement income.
Final Expenses
Help ensure large medical bills and taxes do not impact future generations.
Estate Transfer
Simplifying wealth transfer and reducing taxes.
How it Works
We Build. We Manage. You Earn.
A simple operating model designed to help you focus on client acquisition while our team supports case design, underwriting coordination, and case management.
Agent Focus
Prospecting, discovery, closing, and client relationships.
SIG Infrastructure
Coaching, advanced case design, case management, and coordination.
Business Outcomes
More time selling, stronger cases, and expanded revenue.
Confirm Alignment
We learn about your business model, production volume, goals, and where cases typically slow down. This helps us understand how our team can best support your workflow.
Integrate Support
Once aligned, we integrate into your process with onboarding, communication workflows, and case submission procedures, so requests move faster with less friction.
Scale Production
With coaching, case design support, and case management in place, advisors gain the capacity to handle more cases and expand revenue opportunities.
Case Design OR Risk Assessment Request
Doing It Alone vs. Partnering With SIG
Doing it Alone
- Designing illustrations solo and troubleshooting complex cases
- Chasing underwriting updates and carrier back-and-forth
- Revenue capped by your bandwidth
- Limited expansion into additional solutions
- Inconsistent processes across cases
With Sound Income Group
- Case concierge coordination and structured follow-ups
- Advanced case design support for better structure and outcomes
- Capacity increases through leverage and process
- Support to explore broader offerings that increase net revenue
- Repeatable workflows and accountability
Answers to Common Questions About the Life Division
What support does the Life Division provide?
The Life division supports advisors with case design, product illustrations, underwriting guidance, and case management coordination. Our goal is to help advisors move cases forward efficiently while providing support on more complex planning situations.
What happens after I submit a case design or quote request?
Once a request is submitted, our team reviews the details and begins preparing potential strategies and carrier options. Advisors typically receive initial feedback or illustration options within one business day.
What is a risk assessment?
A risk assessment is a pre-underwriting review used to estimate how a carrier may evaluate a client’s health or background before submitting a full application. This process can help reduce surprises and avoid unnecessary underwriting delays.
How do I submit a case design or risk assessment request?
Requests can be submitted through the form on this page. Once received, our team will review the details and follow up with any additional information needed to begin the process.
Who manages the case once an application is submitted?
Our team helps coordinate with the carrier, underwriting team, and advisor throughout the process. We monitor requirements, track progress, and help ensure the case continues moving toward policy issue.
Can your team help with contracting?
Yes! If you are not currently contracted with a carrier, our team can assist with the contracting process and connect you with the appropriate resources to get started.
The Specialists Supporting Your Life Insurance Business
Dan Sheehan
Director, Life Insurance Division
Dan leads the Life Division and works closely with advisors on advanced planning strategies, complex case design, and growth opportunities.
Host of
Dan's Two Cents
A quick breakdown of Dan’s latest insights, strategies, and key takeaways to help you stay ahead.
Maddy Gorby
Case Design Strategist
Maddy assists advisors with illustration preparation, case structuring, and carrier coordination to help move opportunities forward smoothly.
Host of
L.I.F.E. Matters Video
Saul Hasranah
Case Design Strategist
Saul coordinates underwriting communication, tracks case progress, and helps ensure applications move efficiently toward policy issue.
Author of
A Sound Saulution™
Start Building Predictable Growth
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