Our team works with advisors in five specific areas:

Training and Coaching
Custom Case Design
Point of Sale
Underwriting and New Business
Products And Carriers

Supporting Your Business - Underwriting & New Business Development

Dixon Wells utilizes the latest in Business Processing Technology.  All of our applications are digitally processed, which provides 24/7/365 access to pending applications.

Utilizing our website, you can accurately predict the underwriting class of your clients.  For your more difficult underwriting cases, Dixon Wells uses the LifeMark Partners case clearing house.

All of our brokers have full access to all of our resources, including Internet, computers, printers, copiers, telephone, WiFi, fax and most importantly, our people. 

Our offices are always open to our brokers and staff!


This site is for insurance/financial professionals only, and is not intended for the general public. Stephen M. Grice is an OSJ Branch Manager for
Transamerica Financial Advisors, Inc. (TFA) Member FINRA, SIPC & Registered Investment Advisor. TFA is not affiliated with Dixon Wells.