WHAT SETS US APART
Our focus and responsibilities transcend traditional insurance agencies with our Listen First then Educate approach. We help our clients to understand how proper insurance protection and employee benefits can assist in managing risk.
Our solution philosophy, independent advisory, and commitment to service will guide you to protect, preserve and access your wealth.
solution philosophy
We are firm believers that we do not sell insurance. We help you buy it. Insurance should serve a purpose and no matter what that purpose might be, maximizing your program includes intimate knowledge across several variables.
Our philosophy is simple – insurance decisions should be measured and tested with facts and math. We use discernment tools to determine the solution that will deliver the most optimal performance to protect your interests.
Discovery
Product Decision Process
+
+
Plan Design Strategy
=
Target Solution
INDEPENDENT ADVISORY
We represent our clients, not the insurance company. We provide independent access to all major insurance carriers and leverage these relationships to secure the best possible underwriting class and pricing, ultimately maximizing a policy’s effectiveness.
We treat insurance as a real financial asset and actively manage this asset through ongoing analysis designed to ensure a long-term focus.
Client First Mentality
+
Insurance as an Asset
+
Best Practices
Lifelong Partnerships
=
COMMITMENT TO SERVICE
We take great pride in the enduring relationships we’ve built with our adviser partners and our valued clients. We work hard to earn your trust in hopes of establishing a lifelong partnership.
Our dedicated service team provides portfolio analysis and policy service through our annual review process. Ongoing portfolio management is critical to ensuring your insurance plays its desired role in your overall plan.
Dedicated Service Team
+
Ongoing Portfolio Analysis & Management
+
Policy Service
World-Class Client Experience
=
