The financial services industry is complex. From insurance to investments, taxation to estate planning, there are endless focus areas and products to offer your clients, and it can be difficult to make confident recommendations outside your area of expertise. We’re here to support you and your clients with care and expertise, always putting your client’s needs first.
As a professional financial planner, you build deep and trusting relationships with your clients. You know their needs better than any of their other advisors, and have a full picture view of the different products and strategies that can help them achieve their goals. But it can be tough to transition from creating the big-picture plan to diving deep into the details of product implementation. That’s where we can help. We’ll partner with you to implement the insurance pieces of your plan for your client.
You’ve built a strong relationship with your client and are often the first person they call if they have a question or need help. You have deep expertise in your area of focus, but you’ve noticed your client could benefit from insurance – whether its to protect them or their family or business, or grow and optimize their wealth. That’s where we can help. We can support your client with a risk assessment and an insurance audit that looks at their current coverage, then make recommendations that will help meet their needs.
Most professional advisors come to us in one of two ways:
The good news? We’re here to support you in the way that’s best for you and your client. And we’ll never put pressure on you or your client to buy a certain product. We’re here to be a sounding board for you and provide our insurance expertise to your client – not to make a sale.
You’re a trusted advisor to your client. We’re here to be a trusted insurance advisor to you. Every recommendation we make is guided by one principle: doing what's right for your client. Your client’s goals and best interests always come first.