Insurance Planning through an Advisory Lens
Advising clients means choosing to step aside from your own interests, or the interests of a particular company, to focus solely on the best interests of your client. As such, we look at insurance planning through an advisory lens. We take the time and have the tools to objectively assess the mitigating factors involved in designing insurance solutions. We analyze if insurance can advance your client’s plan, and if so, we provide an unbiased, objective analysis to determine the appropriate solutions.
Competitive Intelligence, Carrier Benchmarking, Product Due Diligence & Cost Analysis
Our exclusive access to industry performance and benchmarking resources, coupled with our deep professional and technical expertise, provides you the most comprehensive and objective analysis in the insurance marketplace. We bring a well-studied approach and research to the process. The real benefit is providing efficient, scalable wealth protection and wealth transfer solutions for your clients in a consultative environment.
Carrier Benchmarking & Performance Assessments
We utilize ALIRT to regularly monitor and evaluate the financial performance of life, health and other insurers against their peers. Our use of VitalSigns allows us to assess and compare the financial strength and ratings of carriers based on financial data of the 500 largest life and health insurance companies.
VitalSigns allows us to assess and compare the financial strength and ratings of carriers based on financial data of the 500 largest life and health insurance companies.