Total Dedication to Clients’ Needs

I am Greg Sloan, a seasoned Financial Services expert specializing in difficult, niche-based life insurance. With decades of experience providing insurance services as an insurance agent, I have developed and maintained strong relationships with top insurance companies, which enables me to offer more options to my clients. I also have a vast network of other agents and financial advisors who I work with and with whom I have a great working relationship.

Experience and Certifications

However, it took a lot of hard work and determination to reach where I am today.I joined Prudential Insurance in 1990. I passed LUTCF in 1995, CLU in October 1996 and ChFC in 1997 all from The American College of Financial Services. I left Prudential Insurance in 1999 to start out as an independent financial advisor, and there has been no looking back, since.

Over the years, due to single-minded dedication to service, I have become the best in what I do and with much ‘fire in the belly’! I can proudly say that there isn’t a client, insurance agent or advisorwho has been less than totally satisfiedwith my services, thanks to my extensive expertise and proven track record.

The Only Constant Thing in Life is Change

The first step is always the hardest one to take. Convincing a person about their life insurance needs is often a difficult task. You may feel secure in what you have and the way things are. That’s because status quo is what we know. Some people would rather die rather than change for the good.

But what if the change comes after you are gone? For your family and loved ones whom you have left behind? It has always been my objective to help people in this situation see the light.That’s what I am here for – to help people help themselves. That was, is and will always be my primary goal.

List of Appointed Companies

I have appointments with the following companies:

  1. Transamerica
  2. Prosperity Life
  3. Security National
  4. Royal Arcanum
  5. Mutual of Omaha
  6. American Amicable/Omaha
  7. National Guardian
  8. Manhattan Life
  9. Liberty Bankers Life
  10. Great Western Life
  11. Government Personal Mutual GPM
  12. Gerber
  13. Equitable Life
  14. Aetna/American Continental
  15. American National
  16. Assurity
  17. American General

My Commitment to other Professional Insurance Agents and Advisors

In my constant endeavor to help other insurance agents in my industry, I am actively involved in the development and promotion of other professional agents and financial advisors to better their interests. The life insurance industry is populated with like-minded professionals trying to do an excellent job by serving others with the best insurance options for their needs.
However, the fact of the matter is that most insurance agentsstart off with a massive load of unfair setbacks, often with a result of no-lead programs, practically nonexistent commission margins, with a whole range of uncompetitive products and unrealistic life insurance quotes. These are the issues that create difficult hurdles to a lucrative and profitable future at the very outset.
Due to the above reasons, I have made it my mission to help insurance agents and financial advisors to achieve their goals. Insurance agentswho have clients that have been declined life insurance or for some reason who cannot secure affordable coverage to their clients are welcome to contact me. I have a special relationship with agents who have impaired or high-risk clients, who find difficulty in getting them approved.

These are just a few of the professionals who I help on a regular basis:

  • StateFarm Agents
  • Farmers Agents
  • Captive Agents
  • Fee-Based Financial Planners
  • Lawyers
  • SBA Lenders
  • Health Agents
  • Medicare Agents
  • Final Expense Agents
  • P&C Agents
  • Investment Advisors
  • Life Insurance Agents

Reiterating My Commitment

I quote the Professional Pledge of the Code of Ethics of the American College of Financial Services:
“In all my professional relationships, I pledge myself to the following rule of ethical conduct: I shall, in light of all conditions surrounding those I serve, which I shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, I would apply to myself.”

Contact Me for Further Details:
Phone:(800) 529-2272
Website: :

Gregory M Sloan, LUTCF, CLU®, ChFC® a licensed life insurance agent. Designation CheckThe following agent license numbers are: FL# P049737, FL# L073178, 6345 Approach Rd, Sarasota, FL 34238, TX#1273106, LA #589089, MN #40335477. This site provides life insurance information and quotes.