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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.

Our Services

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)
Our Services

Medical Underwriting

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

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
Our Services

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.

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