Your relationship with your clients drives your business model and with the changes in the estate tax laws the ability to re-engage your clients whose life insurance needs may have changed can be a part of that business model. You have another reason to get in front of clients, and we are here to support you.
Your clients’ best interests will be paramount in the work we do for your firm. Whether we are working on maximizing the value of an existing policy or negotiating the purchase of new life insurance coverage, our focus will be on maximizing value for your clients and their beneficiaries.
You need not be a client to contact us with questions or concerns. Often, questions come up that need to be addressed, and we encourage you to contact us. We are flexible in our service delivery and look forward to helping you.