We offer financial professionals a strong, dependable partnership, so you can leverage your time and provide true holistic services. With over 15 years’ experience and an expertise in living planning. We can help you can implement individual risk management strategies with confidence.
We consult with advisors to identify clients who may need or want to review their existing insurance portfolio. Determine best approach for implementation through direct contact, marketing initiatives or seminars.
Meet directly with client to organize current inventory of existing coverage. We provide review to ensure understanding, suitability and efficiency. We conduct a current need analysis to confirm need and options going forward. We provide full review of options for life, critical illness, disability and long term care.
We work with the advisor and directly with the client to implement recommendation. We take care of all aspects of recommendation, underwriting, and delivery. You remain in control of the client.