Life Insurance

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LIFE INSURANCE SOLUTIONS

Help Protect What
Matters Most.
Plan for What’s Next.

The Life Division gives you the underwriting, tools, and specialist support to help close more cases, maximize value, and build predictable income for your business.

Explore Our Process Compare Paths

Let’s Get Started!

Tell us a little about you and how our team can help.

LET THERE BE LIFE

Four Ways We Create Value

Life insurance solutions that strengthen your clients—and your business.

L. Legacy

Create a lasting impact for the people you care about that matter most.

I. Income

Build predictable, tax-advantaged income you can cultivate.

F. Final Expenses

Ease the burden on loved ones with tax-advantaged final expense funds.

E. Estate Transfer

Move wealth efficiently to heirs or organizations with tax-smart strategies.

OUR PROVEN PROCESS

How We Work With You

A clear four-step process designed to help you move from opportunity to implementation.

01 Align & Assess

We align on goals, assess cases, and create the best path forward.

02 Specialist Support

Our specialists provide case design, underwriting guidance, and marketing support.

03 Optimize & Present

We optimize the solution using proven concepts and sales strategies.

04 Close & Grow

Close more cases, move income, and build a scalable business.

THE SMARTER PATH

Doing it Alone
vs.
Partnering With Us

You can do it alone, or you can multiply your results with the right team and resources behind you.

DOING IT ALONE

×

Spend countless hours on case design and research

×

Limited access to advanced marketing resources

×

Fewer carrier options to choose from

×

Hit-or-miss results and inconsistencies

×

Income tied to your own activity

VS.

PARTNERING WITH US

✓

Leverage specialized solutions and proven concepts

✓

Access advanced marketing and carrier resources

✓

Multiple top carriers at your fingertips

✓

Consistent results and higher close rates

✓

Build scalable, predictable income

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.

Read Script LinkedIn

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

Watch Maddy’s latest video covering important topics, trends, and opportunities in the life space.

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Saul Hasranah

Case Design Strategist

Saul consults with advisors on plan design and helps co-create Life Insurance and LTC solutions for business and personal needs.

Author of

A Sound Saulution™

A featured article from Saul sharing practical insights, strategies, and real-world applications for advisors.

Read Now LinkedIn

FREQUENTLY ASKED QUESTIONS

Answers You Can Count On

Quick answers to common questions about how we help you close more cases and grow your business.

What support does the Life Division provide?

Case design, underwriting guidance, illustrations, and case coordination.

What happens after I submit a case?

Our team reviews the details and follows up with next steps and needed information.

What is a risk assessment?

A pre-underwriting review that helps estimate how a carrier may evaluate a client.

How do I submit a case design or risk assessment?

Use the request form and our team will follow up with any additional details needed.

Who manages the case once submitted?

Our team coordinates with the carrier, underwriting, and the advisor through the process.

Can your team help with contracting?

Yes. We can connect you with the appropriate resources and support the contracting process.

Ready to Build Predictable Growth?

Partner with the Life Division and get the support, tools, and content you need to win more and earn more.

Book Your Strategy Session

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Sound Income Group and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification, and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services offered through our affiliate, Sound Income Strategies, LLC, an SEC-registered Investment Advisory Firm. Insurance products are offered through our affiliate, Sound Income Academy, LLC.

LIFE INSURANCE SOLUTIONS

Help Protect WhatMatters Most.Plan for What’s Next.

Let’s Get Started!

LET THERE BE LIFE

Four Ways We Create Value

L.

Legacy

I.

Income

F.

Final Expenses

E.

Estate Transfer