Close Bigger Cases. Build a Smarter Back Office.
We help insurance advisors and RIAs scale with premium finance, advanced case design, and elite-level underwriting, all from one centralized partner.
Core Solutions
Everything You Need to Design, Fund, and Deliver Advanced Insurance Strategies
From concept to funding, we manage the technical work so you can focus on client relationships.
Premium Finance
Advanced Planning
Case Design & Illustration
Carrier Access
Underwriting & Risk Management
Marketing & CRM Tools
Get Trained by Industry Veterans
• Weekly strategy calls & case walk-throughs
• Educational events & webinars
• One-on-one case design training
• Community chat + support forums
Get Trained by Industry Veterans
• Weekly strategy calls & case walk-throughs
• Educational events & webinars
• One-on-one case design training
• Community chat + support forums
Built for Elite Advisors and Financial Professionals
Life Insurance Agents
RIAs
CPAs
Estate Attorneys
Business Managers
Whether you’re solving for tax-efficient income or complex succession, ALM acts as your institutional-grade insurance partner.
“The best part is that Astra comes with hundreds of professionally designed templates for just about every industry, makes it super easy for non-techy users to build a website.”
Wade Warren
Why Choose Us
Passionate
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Professional
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Support
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