Invitation to Fee-Only Advisors
Apparently, we have a reputation among fee-only advisors because we often find ourselves being asked by them to objectively evaluate their clients' life insurance needs and product options.
It might be because as an independent firm we are carrier-independent and unbiased, able to select carriers and products that best fit your clients' specific needs—minus any sales pitch or pressure.
Or maybe it's because, like you, we always do what's in the best interests of our (your) clients. (We call it "fiduciary mindset.") Thus, we can work alongside your firm seamlessly as an integral part of your advisory team in full alignment with your values you espouse as a fiduciary advisor.
Furthermore, in addition to the depth and breadth of our expert knowledge, you can depend on our wisdom and judgment to discern industry fads and gimmickry from substance. This is possible because of our decades-long experience, having seen our share of "new" products and "new" ideas that have come and gone—sometimes with disastrous financial consequences to policyholders. We believe that life insurance should be about safety and stability. Call us boring—we like it that way.
By design, we built a boutique firm—nimble, personal, and responsive—so you can get in touch with us directly to discuss your clients' insurance issues in everyday language.
We invite you to work with us.
Respectfully,
It might be because as an independent firm we are carrier-independent and unbiased, able to select carriers and products that best fit your clients' specific needs—minus any sales pitch or pressure.
Or maybe it's because, like you, we always do what's in the best interests of our (your) clients. (We call it "fiduciary mindset.") Thus, we can work alongside your firm seamlessly as an integral part of your advisory team in full alignment with your values you espouse as a fiduciary advisor.
Furthermore, in addition to the depth and breadth of our expert knowledge, you can depend on our wisdom and judgment to discern industry fads and gimmickry from substance. This is possible because of our decades-long experience, having seen our share of "new" products and "new" ideas that have come and gone—sometimes with disastrous financial consequences to policyholders. We believe that life insurance should be about safety and stability. Call us boring—we like it that way.
By design, we built a boutique firm—nimble, personal, and responsive—so you can get in touch with us directly to discuss your clients' insurance issues in everyday language.
We invite you to work with us.
Respectfully,
ProductsLife insurance
Disability insurance Long-term care insurance Hybrid life/LTC insurance Annuities |
CapabilitiesPolicy review and analysis
Estate liquidity strategies Retirement income planning IRA stretch alternative Sequence of returns risk mitigation Key person insurance Buy-sell plan funding strategies Supplementary executive benefits And other sophisticated strategies |
CarriersMassMutual
Penn Mutual Prudential Lincoln Principal Nationwide Mutual of Omaha Guardian And other reputable carriers |
