upcoming events

Sep 12

3D Academy GM Heritage Center Meeting

September 12 @ 10:00 am - 3:00 pm

March – Hancock Vitality
March – Allianz – Supplemental retirement planning- finding qualified prospects
April – Nationwide – Informal Care
May – MoO – living benefit with return of premium
June – LFG Moneyguard planning
July – Prudential – Retirement derailers
August – Know your branding
September – Social Media? How can we use

Policy Review Kit

The Life Insurance Policy Review is a turn-key program provided by 3D Advisors Inc. for you to provide an
objective and unbiased periodic review of your client’s and prospective client’s life insurance portfolio

Legacy of Love

Retire Stronger

Connect The Dots

Protection you never knew you needed

Asking the right LTC questions

Common LTC Misconceptions

We have worked with 3D since they opened their doors and had a relationship with their management team even before that.  The team at 3D makes prospecting and processing insurance cases extremely easy and efficient.  Without this relationship, our firm wouldn’t be able to produce the insurance numbers that we do.  This relationship is extremely valuable to our firm’s current and future growth. A great partner!

Michael J. Lay, CFP®,

I have been affiliated with 3D Advisors since 2012.  I can't say enough about their professionalism, service and advice.  I highly recommend them!

Timothy Szekely,

3D Advisors has consistently delivered a fantastic service for my practice.  The way they conduct business makes me feel they are a direct extension of my office which helps me better serve my clients.  These days it’s tough to find people who care and take the time to deliver on their commitments.  Thank you for your continued support!

Larry L. Davis Jr., CRPC®, EA,