For Insurance Agents

First Case Partner Program

A focused 15-minute conversation with Dan Hopwood for independent licensed agents who are already writing annuities and want a second set of eyes on a current de-identified case.

Request a 15-Minute Agent Call

Opens your email app. This is an inquiry, not a confirmed booking.

A Working Conversation, Not a Sales Pitch

The goal is to help you think more clearly about one case while you stay firmly in charge of the client relationship.

One current case

Bring a de-identified case you are already working on and the specific questions you want to think through.

Practical review points

Walk away with questions, comparison points, and educational considerations to use in your own analysis and follow-up.

Your client, your relationship

You remain responsible for recommendations, suitability, disclosures, and every client decision and conversation.

What to Bring

A short, de-identified summary of the client's goals, income needs, and timeline.
The annuity approach you are considering and the questions you want to examine.
Relevant educational carrier or product materials you already use.
Your own notes about alternatives, trade-offs, and next steps to review.

What You Walk Away With

A clearer set of questions to pressure-test your current thinking.
Educational comparison points to consider in your own recommendation process.
Possible next steps to research, without any promise of a particular outcome.

Keep Every Case De-Identified

Do not send client names, Social Security numbers, account numbers, dates of birth, medical details, statements, applications, or other sensitive information by email.

Clear Boundaries

The First Case Partner Program does not promise leads, appointments, AI-generated recommendations, production results, payouts, or income of any kind. No override numbers are offered or promised.

Dan's role in this conversation is educational. You remain the agent of record and the owner of the client relationship, including all recommendations, suitability obligations, disclosures, and service decisions.

Request Your 15-Minute Agent Call

Email Dan a few preferred times. He will reply to coordinate; your call is not booked until you receive a separate confirmation.

Request a 15-Minute Agent Call

No sensitive case data. No consumer calendar. No artificial deadline.