Empowering Producers. Growing Your Business.

Our life insurance portfolio includes term, whole, and universal products designed to meet a variety of client goals, from income replacement to estate planning. You can access expert case design assistance and support for policy conversions and reviews.

• Term, Whole, and Universal Life options
• Case design and illustration assistance
• Access to leading national carriers

Our annuity offerings include fixed and indexed options designed to meet retirement and income needs. We provide support with product comparisons and compliance while helping you create income strategies that strengthen your clients’ financial plans.

• Fixed and indexed annuity options
• Lifetime income and accumulation strategies
• Compliance and suitability guidance

CBIZ IIS provides access to a wide range of traditional and linked-benefit long-term care products designed to protect your clients’ independence and financial stability. Our team assists with product selection, case design, and application processing to make the process simple and effective. We also offer resources for licensing, continuing education, and client communication to help you confidently grow your LTC business. Through our partnership with LTCI Partners, you gain additional expertise and back-office support to ensure every case runs smoothly.

• Traditional and linked-benefit LTC products
• Case design and proposal assistance.
• Application processing and client support
• Licensing and CE guidance
• Access to a dedicated LTC specialist

Our disability insurance solutions include coverage for individuals, professionals, and business owners. Through our partnership with Disability Insurance Services (DIS), we’re able to offer access to industry-leading expertise, tools, and resources that support case design and product selection. We work with a variety of competitive carriers and provide personalized consultations to ensure the right fit for every client.

• Individual and business coverage options
• Competitive carrier portfolio
• Personalized case consultation

We provide advanced market support and product solutions tailored to executive bonus arrangements, deferred compensation, and key person coverage. Our team works closely with you to align benefit strategies with your clients’ business objectives and long-term goals.

• Executive bonus and deferred compensation plans
• Key person and buy-sell coverage
• Strategic planning support

Our team provides guidance on carrier eligibility, documentation, and underwriting requirements specific to international clients. We help identify the right carriers and navigate the details of cross-border business to ensure each client receives the most appropriate coverage.

• Carrier programs for foreign nationals and residents
• Underwriting and documentation guidance
• Support for cross-border client needs

Life settlements can offer clients an alternative to surrendering or lapsing unwanted policies by providing a cash benefit that supports their financial needs. CBIZ IIS partners with trusted life settlement providers to help evaluate eligibility, estimate policy value, and guide both you and your clients through a transparent and compliant process. Our team supports case review, documentation, and communication to ensure a smooth experience from initial inquiry through closing.

• Policy valuation and eligibility review
• Access to reputable life settlement providers
• Guidance through documentation and compliance requirements
• Support for client communication and case management