INDIVIDUAL SOLUTIONS

Your clients’ current and future wealth could be negatively impacted without the proper safeguards.

The Insurance Partners provides objective recommendations for comprehensive life, disability, and long-term care solutions to help you fulfill your fiduciary obligation to protect the standard of living your clients have earned.

Our service options are designed to support your practice.

The Insurance Partners team helps you select the components of support that are right for your practice, including:

  • Independent analysis of carrier options and unbiased strategy and product recommendations for both personal and business placements.

  • Personal consultation, one-on-one with your client, to deeply understand the client’s situation. We work with you to recommend an ideal, holistic solution.

  • Implementation and management, ranging from underwriting and placement assistance to complete risk management including service monitoring, placements, underwriting, and applications, thereby eliminating the burden on your internal team,