About Case Design

AgencyONE’s Case Design Department relies upon the expertise of Partner Gonzalo Garcia, CLU, Director of Case Design, Ed Stark, CLU, ChFC, and Partner & General Counsel Cathy Neifeld, JD. This team approach to case design utilizes the most current advanced planning concepts, world class product intelligence, and illustration creativity and expertise to insure that each case submitted by our AgencyONE 100 Producers receives personalized, hands-on attention.  AgencyONE knows what it takes to get a case placed, and we work with our AgencyONE 100 Producers, their clients and advisors from idea to implementation.

Our case design services include: 

  • Innovative advanced planning strategies and related marketing materials
  • Product selection assistance for both life insurance and annuities
  • Case design support
  • Coordination with advisors
  • Coordination with strategic alliance partners (including life settlement providers, long-term care providers, disability income resources, captive management firms, qualified plan resources, and more)
  • Comprehensive premium finance support including vendor selection and case management