Choose BASIC Advisor......

  • Fresh, current content
  • Best in Class & Affordable
  • Mobile optimized tool
  • Create branded marketing pieces
  • 3 clicks and it is e-mailed
  • Customized branded topical White Papers


Customizable Marketing Collateral

If you are constantly pressed for time and looking for unique and relevant marketing pieces to send to clients and prospects, BASIC Advisor is for you!

Legal Corner

As new legal opinions are issued, BASIC Advisor has you covered. Agents and brokers will have the ability to customize and send relevant legal news, healthcare reform updates and compliance articles with the simple click of a button.

Forms and More Forms...

Are you sick of looking for fillable forms? We have a library full of commonly requested forms that your clients can use immediately!