Protect Serve Earn
Loan officer welcoming a family in front of their new home
For Mortgage Loan Officers

You Refer. We Close. You Split the Commission.

Loan officers are sitting on a huge income opportunity with life insurance. Your clients already trust you. Hand them off to our closing team and earn a 50/50 commission split on every policy we write — without doing the sale yourself.

01
You refer
Introduce your client. That's it.
02
We close
Our licensed team does the sale.
03
You split
50/50 commission on every policy.
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No license required to refer
Free training if you want to get licensed

You Help Families Buy Homes. We Help You Protect Them — and Get Paid for It.

You're already in financial conversations with families every day. Just send them our way. We handle the education, the application, and the close — and you collect half the commission.

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Greg Tanner, Licensed Mortgage Loan Officer and Life Insurance Agent
My Story

Why This Mission Is Personal

I am a husband and a father of four. At 47, I was diagnosed with stage 4 colon cancer. Since then I have been through two surgeries, chemotherapy, and a liver ablation.

Walking that road changed the way I look at life insurance forever. When you are sitting in a doctor's office hearing news that changes everything, you stop thinking about life insurance as a product. You start thinking about your family, your home, and whether the people you love would be protected if you were not here.

The hard truth is that most people do not think about life insurance until it is too late to get it. I have lived that reality, and I refuse to let the families I serve be caught off guard.

That is my mission — to help as many families as possible get protected before life makes that decision for them, and to equip other loan officers to do the same for the clients who already trust them.

Why This Works

Loan Officers Are a Perfect Fit

You already have everything that makes a great life insurance producer. We just help you put it to work.

Clients who already know, like, and trust you

You understand their mortgage and debt picture

You often know their family makeup and needs

You're already having financial conversations

Add an income stream without starting from scratch

Closing team meeting with clients
How It Works

You Bring the Relationship. We Help Close the Business.

If you do not want to handle the full life insurance sale yourself, we have a team of closers who can do the heavy lifting for you. You introduce the opportunity, we help educate the client, structure the right solution, and close the business.

Commission Model

We offer an even commission split when our team handles the closing work.

Prefer to work the client yourself? You can do that too. We support you either way.

Support & Training

You Are Not Left to Figure This Out Alone

We give you the training, the tools, and the community to succeed from day one.

Free Training for Licensing

We walk you through the licensing process step by step, including study resources and exam prep — at no cost to you.

Daily Zoom Calls for Questions

Jump on our daily group calls to ask questions, review cases, and get real-time guidance from experienced agents.

Live Call Rooms

Listen in while seasoned pros handle real client conversations and closes. You learn by hearing exactly how it is done.

The Easiest Conversation

Start With Mortgage Protection

Mortgage life insurance is one of the easiest and most natural conversations for a loan officer to have. Your clients are making one of the biggest financial commitments of their life. It only makes sense to help them protect their family if something happens.

  • Protect the mortgage
  • Protect the family
  • Help cover payments if life changes
  • Simple conversation after loan approval or closing
  • Huge value to the client
A family home at sunset
Products

More Than Just Mortgage Protection

We can help your clients with several life insurance and retirement protection options.

Term Life

Straightforward coverage for the years that matter most.

Whole Life

Permanent protection with guaranteed cash value.

Indexed Universal Life

Flexible coverage with market-linked growth potential.

Mortgage Protection

The most natural conversation after a loan closes.

Annuities

Reliable retirement income solutions for your clients.

Income Opportunity

Help More People. Build Another Income Stream.

This is not about replacing your mortgage business. It is about adding another layer of value to the clients you already serve. Many loan officers are sitting on a client base that needs this protection — but nobody is having the conversation.

When done the right way, this can help families and create a very nice additional income stream.

Who This Is For

Loan officers who…

  • Want to add income without chasing a brand new audience
  • Care about protecting their clients
  • Are willing to get licensed — or already have a life insurance license
  • Want support from a team that can help close cases
  • Want a simple system to follow
Next Step

Want to See How This Could Work for Your Business?

Schedule a quick call with Greg Tanner and let's talk through how you can add life insurance to your mortgage business.

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