December 24, 2019

Eight years ago I told Lena one day BPI would have five employees and be selling small group medical.  At that point it was she and I and we sold Companion Life only.  We had a crappy little office that was crawling with bugs and spiders and bathrooms that you wouldn't...

December 4, 2019

November 1, Companion Life transitioned to a new administrative system.  Since that time we have been quite busy navigating the new system and the inevitable hiccups that have come with it.

None of it is insurmountable and Companion has made considerable progress on the...

November 11, 2019

Companion Life’s 2021 Leaders Conference

Four Seasons Hotel Firenze

Florence, Italy

June 20-25, 2021

Florence, Italy — the capital of postcard-perfect Tuscany — blends history and beauty like no other city. You’ll come alive in this enchanting place considered to be the bi...

November 11, 2019

We have enjoyed the Aetna contract since April and our momentum grows monthly.  Like any new product we are learning valuable lessons as we go.  Here are some items to consider as you quote, present and write business with us going forward.


1. This is a medically...

September 23, 2019

Pediatric Dental has been with us since 2014. There are two sides of this coin. One side annoying, the other an opportunity to sell. 

The first few years it took the carriers a bit of time to get up to speed but gradually all of our carriers were able to quote...

August 6, 2019

It is good to hear from actual clients from time to time about their experience with the products we help distribute.  The note below I received from Dennis Forth.  Dennis works with OneAmerica and an insured, Gary Sheehan gave him permission to share this open letter...

May 11, 2019

With OneAmerican's small business suite we can offer your small group clients virtually the same benefits as large groups without the fear of participation issues.  

  • $100,000 of Guaranteed Issue Voluntary Life down to 2 lives

  • 60% to $6,000 Voluntary LTD do...

May 2, 2019

I'm going three pieces for 2019!  Three piece suit, three piece offering at BPI--Medical, Ancillary and Ben Admin baby!  

It's all part of the unique BPI Bundle designed to make your life easier while increasing your earnings. We'll discuss at these upcoming m...