For Insurance Professionals
GIVING YOU MORE TIME TO FOCUS ON YOUR BUSINESS
The insurance professionals we proudly work with tell us we are expeditious in our response and solutions. We competitively rate your cases from generations of experience and are always transparent. We openly communicate so as not to waste your time and push things over the finish line. The real benefit is giving you more time to focus on your business and the assurance that you have served your clients well.
For Registered Investment Advisors and Wealth Advisors
ENHANCING YOUR CLIENT EXPERIENCE WITHOUT DIVERTING YOUR CORE FOCUS
Our team recognizes the unique distinctions amongst the fee-only and fee-based advisors we are privileged to work with. As such, our relationship with you first starts with a deep understanding of your business and planning philosophies. We learn how you work with clients so we can together determine a service model that aligns with your practice. We can work alongside you in the insurance planning process as consultants or work directly with your client on your behalf, at your discretion, to serve their insurance needs. Our generations of insurance expertise and unbiased structure allow us to become an extension of your planning team. Your client will feel relieved knowing they are protected and that you objectively looked at all possible solutions. We help complete your service model so you can be more comprehensive without being distracted.
Solutions & Products
Disability Income Insurance
Long Term Care
Estate Planning Strategies
Business Planning Strategies
Charitable Gifting Strategies
To help elevate your insurance services for clients, we conduct a thorough review of your client’s existing insurance policies. We provide an analysis of the health of their policies and determine how the policy is performing relative to the objectives you have set. If the policy’s performance is not a fit with your client’s objectives, we consult with you on how the policy could be brought into alignment with the client’s current and future goals.