Elliott Bay Insurance
  • Wealth Transfer
  • Business Protection
  • Tax Minimization
  • Team
  • Fee-Only Advisors

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,
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Products

​Life insurance
Disability insurance
Long-term care insurance
Hybrid life/LTC insurance
Annuities

Capabilities

Policy 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

Carriers

MassMutual
Penn Mutual
Prudential
Lincoln
Principal
Nationwide
​Mutual of Omaha

Guardian
​
And other reputable carriers
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info@elliottbayinsurance.com
206.486.8700 Ext. 702
  • Wealth Transfer
  • Business Protection
  • Tax Minimization
  • Team
  • Fee-Only Advisors