Our Services

We prioritize efficiency and transparency in our comprehensive suite of services. Our streamlined case submission process ensures a hassle-free experience, allowing for quick and efficient handling of documentation. Through accelerated e-underwriting for carriers, we expedite the approval process, providing clients with faster access to coverage.

Advanced Planning & Case Design

Access to 80+ life, long-term care, disability, and annuity carriers

Advanced Strategies/Solutions:

Multi-Generational Split Dollar
Premium Finance
Estate Equalization
Key Person/Buy-sell
Irrevocable Life Insurance Trust
Spousal Lifetime Access Trusts (SLATs)
Charitable Remainder Trusts (CRTs)

Medical Underwriting

Informal Application
Medical Records Retrieval
Informal submissions
Underwriting Advocacy with carriers
Order exams for clients

Case Management

Experienced team of underwriters and case design experts
Real-time access to case updates
Accelerated underwriting (Informal & Formal)
Customized case design to meet your client’s needs
Access to iGo eApps
Licensing/Contracting support
Pipeline Tracking

Digital Solutions

Agency Integrator
SureLC/Surance Bay
Proformex
iGo eApp
iPipeline
Winflex Web
Annuity Rate Watch
Morningstar Annuity Intelligence

5th Avenue Brokerage, LLC dba CWA Brokerage (“Firm”) is brokerage general agency firm located in Naples, FL. The Firm is controlled by certain beneficial owners of CWA Asset Management Group, LLC d/b/a CWA Wealth Advisors (“CWA”) and CW Institutional. Clients are not obligated to conduct business with or implement investment recommendations received by CWA or any affiliate of the Firm.
For additional information, please refer to CWA’s ADV Part 2A.