WHY do financial advisors work with us?  

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1) We are insurance experts, specializing in 3 insurance types, not a wide range of financial products

We know the nuances that makes each product and company different, and we have the contacts to figure out complex underwriting before the final recommendation. 

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2) We aren't securities licensed.  We aren't P&C licensed.  We aren't mortgage licensed.  

 We won't infringe on your non-insurance planning.  Can you imagine creating a plan and then letting your client talk to someone about insurance who also wants to discuss their portfolio, or their mortgage, or their health insurance or their home & auto insurance?  We would never.  That's not our business.  

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3) We will game plan with you behind the scenes.  Imagine all the work that goes into a recommendation fully explored before presenting to a client.  You look polished, and we are proud to stand behind you.  

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4) We will review existing insurance and help you understand how it works, what it does well and what holes it might have.  This is an important part of planning.  

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5) We are on your team!  Your clients get a team of experts to help give them financial security.  

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HOW do we work with advisors? 

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We have 3 methods of high level service:

1) Brokerage General Agency relationship - You sell to your client, and make commissions.  We provide you 3 dozen companies and all of their products.  

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2) Referral Partner - for Fee-Only Financial Advisors who do not sell nor accept commission compensation.  

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3) Joint Work - For advisors who would like to sell insurance products but prefer to have a partner to work with side-by-side.  We split all the work and everything else that goes into it.