How To Work With Us: You Decide.
Option 1: You’re the Advisor
You already have the financial planning expertise and understand what insurance product is needed. What you don’t have is the time, energy and resources to research and evaluate the current products in the market. Our firm offers access to commission and fee-only insurance solutions, product education and case design. We act as your insurance back-office, while you confidently write the insurance policy your client’s plan calls for.
Option 2: We’re the Advisor
You recognize the need for insurance as an asset class within a holistic financial plan, but you don’t have the time, energy or resources to integrate it into each specific plan. We’re here to support your firm by acting as the writing insurance advisor. We will source the appropriate products with reputable insurance carriers and actually write the policy for your client. We fully understand these are your clients, so you’re a part of every conversation throughout the entire process and have the option to be the “Advisor on Record” on the policy. Our advisors are properly licensed financial professionals that can write fixed and variable insurance business to support your client’s needs.