Turn clients' retirement dreams into reality with our extensive and innovative portfolio of financial solutions. Most options do not require additional licensing! 

Financial Solutions



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Product Types

When you contract with CareValue, you gain access to experts who use their extensive product knowledge, carrier connections, and industry insights to identify the best solutions for your clients and help expand your business. Discover more about how we can support your success.

The FASTRACK Marketing Assistance Program provides funds to be used toward marketing campaigns through approved vendors by individual producer-level agents contracted directly with CareValue. MGAs are not eligible for this program.

For qualifying issued and paid Medicare Supplement and/or Medicare Advantage applications within a calendar month, the reimbursement will be one of the following:

Annuities

Help clients secure guaranteed income streams with fixed indexed annuities (FIAs) and multi-year guaranteed annuities (MYGAs) through CareValue. With our robust carrier relationships, you gain access to exclusive educational events, and our product experts are here to provide tailored recommendations.

Long-Term Care Insurance

Meet your clients' long-term care needs with traditional options or innovative hybrids that integrate life and annuity benefits.

Life Insurance

Explore a range of solutions with CareValue, including final expense, guaranteed universal life, indexed universal life, term life, universal life, and whole life insurance, all offering comprehensive death benefit protection.

Wealth Management

No matter if you're an insurance-only agent, a registered representative, an independent advisor, or a mix of all three, partnering with Sequent Planning will help expand your business and equip you for the future.

Learn More!



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