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' 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 proudly call it a 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 only 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 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 directly in touch with us to discuss your clients' insurance issues in an everyday language we all speak and can understand.
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 proudly call it a 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 only 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 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 directly in touch with us to discuss your clients' insurance issues in an everyday language we all speak and can understand.
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 Executive benefits And other sophisticated strategies |
CarriersMassMutual
Penn Mutual John Hancock Prudential Lincoln Principal Nationwide Mutual of Omaha And other top carriers |
