Case support
& illustrations


Or follow these four steps

Step OneSave

Save theillustration request formto your computer desktop

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Step TwoUser

Complete the packet with your client

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Step ThreeDesktop File

Save the file to your desktop(Example: “CD_Mr.J.Doe”)

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Step FourAttach Img

Email file to
AND your Sales Development Advisor

Radically innovative case design

With over 60 years of combined experience in developing alternative solutions, we work with you to identify the most suitable life insurance, annuity and long-term care strategies for your clients and prospects.

We excel in case design customized to meet your clients' unique needs, working tirelessly to find the right solutions—from simple life insurance and premium financing to wealth transfer and executive benefits planning. You can count on our experts to stay on top of the latest planning techniques so you're equipped to make the most suitable recommendations for your clients.

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Proactive support for
all your illustration needs

Our team takes extra time and care up front to assess each case on an individual basis. We equip you with all the information you need to pre-qualify your client's underwriting, typically within 48 hours or less. With our simple yet thoroughillustration request form, we're able to provide accurate quoting and eliminate questions that may come up during the underwriting process—saving you and your clients time and frustration.

Keep in mind that the illustration request form is designed to help you get a complete understanding of your client's financial status, goals and needs. The information gathered is essential to helping you better serve clients and convert sales. We're here to help, so reach out to us anytime for assistance.

If I need an illustration, it is done on time. If I need it immediately, it's done immediately. Whenever I have support questions, they are handled quickly and with great courtesy. Being from NJ, we tend to be suspect of “nice” people, but after a couple of years working with Peak Pro Financial, they are really as nice as they seem.

Brian Ginty
Brian GNew Jersey

I am a retirement income planning advisor with an eye on tax strategies to help my clients get the most out of each income source. Peak Pro Financial's elite expertise in case design helps my clients get the maximum benefits at the lowest cost possible. Plus, they back up their guidance with proof of how the numbers work in each case.

Brian Ginty
Dave N, RICP®California