How We Work
Building Solutions That Matter
A clear approach and process drives intentional results. We look at life insurance as a means of addressing our clients’ financial needs – both now and in the future. Our focus on implementing comprehensive insurance strategies that deliver tangible results leads to better outcomes for our clients and those who are most important to them.
Why We Are Different
The I-C-E Conversation®
Making your coverage work for you. To ensure a comprehensive and effective insurance strategy, we address each of the following areas of insurance coverage:
Making sure the insurance in place makes sense
Analyzing what’s necessary to meet today’s goals
Getting value from your insurability
We have developed a six-step Life Insurance Confidence System® to ensure that the plan we design achieves all it should.
Our process begins with an assessment of a client’s current and future needs for insurance. We determine the unfunded personal and corporate liability and consider possible non-insurance alternatives and their impact. Once the recommended amount of necessary insurance is determined, we establish consensus amongst the advisors.