Why Financial Advisors Trust Us with Their Insurance Business
We’ve been designing unique insurance strategies for financial advisors across all 50 states since 1978. The advisors we work with consider us to be their “back office insurance specialists”, as we provide the same attention and support as a full-time staff person. Our mission is to preserve and protect the financial plans of your clients.
A streamlined pre-proposal process
Our pre-proposal process greatly increases the likelihood that our recommendations are realistic, based on your client’s medical history, occupation, and their earnings. Our strategies are based on a clear understanding of each client’s unique background and financial objectives.
Customized client proposals
Our proposals are customized to make it easier for you, the advisor, and your client to understand the options available and to make a prudent decision. We never have and never will make an insurance recommendation to your client that isn’t pre-approved by you.
A time-tested, seamless underwriting experience
Our underwriting process makes the application for insurance a smooth and comfortable experience for both you and your clients
An annual policy review system
Our annual policy review system guarantees that advisor and clients are reminded of the benefits that they have purchased to reduce the possibility of an unfunded liability.
A National network of insurance specialists
Our network of insurance experts throughout the US helps keep up with leading strategies and trends so we can keep you better informed.
Vast industry experience
Our experience in the insurance industry spans more than 37 years. The advisors we support confidently recommend us to their clients.
Additional Services for Financial Advisors
- Personalized review and analysis of your clients’ existing insurance portfolio with accompanying SOS (Second Opinion Service)
- Guidance and support for financial advisors at all levels of service
- Monthly advisor educational webinar series
We specialize in assisting Fee-Only financial advisors with the evaluation and recommendation of life insurance, disability insurance and long-term care insurance for their clients. Below is an overview of the types of insurance solutions we offer.