Universal life insurance was created to give your clients more flexibility - and that's what we offer when it comes to case support and advanced planning. Work with us to offer your clients with the widest range of carriers and products possible. Get quotes from the quick links below, or contact us for more information about advanced case design, underwriting, application fulfillment, or marketing assistance. Click here for a complete list of the carriers we work with. Bookmark the Carrier Updates section of our blog for the latest carrier marketing pieces, form updates, and more.


Universal Life Services


Case Status

To access your case status 24/7 with real-time updates, click:


Need Help?

Have a universal life case you need help with? Clients interested in a policy with cash value may also be interested in other retirement planning solutions. Let's talk about how to maximize their portfolio - we can provide you with illustrations, marketing support, case design, and more. Let's work together to create a total financial solution for your client.

  • Call us at 1-800-823-4852 and ask to speak to a brokerage director.
  • Click here to email us.

Take Universal Life Insurance to the Next Level - Become a Pinney Partner

From IUL to hybrid life/LTC policies, we love helping agents expand their traditional array of insurance products. We offer training and support to help you get comfortable talking about new ideas and products, along with full back-office support and application fulfillment so you don't have to spend time on paperwork. We're committed to our agents and partners and would love to have you join us as we bring life insurance sales into the 21st century.

  • Click here to download our media kit with executive bios, services, contact info, and more.
  • Take Insureio for a test drive. It’s our CRM (customer relationship management) software system of choice, designed by life insurance agents for life insurance agents.