When you place business through us, you're not alone. We work with all advisors to get them the information, tools and help they need to place safe harbor business.  Our support staff is here to support planners who use the products we provide.  We only work with advisors who share our commitment to the highest professional and ethical standards.

 

At Whitehall Bay, "smooth sailing" is more than just a slogan, it's the type of service we want you to enjoy.

 

Expert Guidance

Benefit planning with safe harbor products can present some unique challenges. Rules and interpretations of those rules are constantly changing and evolving. Practical uses of safe harbor products vary, sometimes by state - even sometimes by county.

 

Our support team includes long-term care benefit planning experts that can assist you with product usage issues and provide technical support and guidance to help you support the use and sale of safe harbor products in your financial practice.

 

Product Support

Are you a financial advisor or insurance agent who needs to get contracted to write Safe Harbor products?

Are you looking for product brochures and policy forms?

Do you have an in-force policy that needs attention?

Our product support team is here to help!

 

 Call: 855-663-4883 or email: info@whitehallbay.com with any questions or concerns.