My Insurance department
How We Help
Your team of professionals who will help you manage all of your clients
insurance needs
Are you a Financial Services Professional?
Do you have clients to whom you have sold Life Insurance that are not engaged in your Customer Service Routine? With whom you have lost contact? With whom you have no review?
Take a minute to think of the risks…….
- Do these clients get correspondence from Insurance Companies with your name on it?
- Do you have an implied “Duty of Service” to these individuals?
- Could you be found liable for errors, missed premiums, missed benefit options, unsuitable plans or face amounts?
- Can this damage your reputation?
- Is there lost opportunity with these clients?
- How much revenue is lost or going to another advisor?
- Is your core business at risk?
My Insurance Department is here to help!
Book a consultation with us. We have the process and the team that will:
Inventory your life policies
- Connect with every client
- Ensure that their personal information is correct
- Ensure that important dates for the policies are logged for follow up
- Update their needs analysis
- Execute any insurance applications that should be completed
- Develop any potential with clients for core investment business for you
We earn our keep solely through the revenue generated by the opportunities we create.
We are happy to purchase blocks of business that you no longer want to be part of your practice.
We have met hundreds of advisors who look to reduce risk, drive revenue and strengthen client relationships by engaging our team.
Insurance Consultant
Brian Laundry
What drives Brian is a quest to be the best in the planning business – offering advisors and clients alike the best possible advice for achieving financial objectives.
Insurance Consultant
Dan Burjoski
With more than 30 years in the business, his absolute core belief is: that people who have a personalized, completed, executed, and protected financial plan will, quite simply, have a better life than those who don't.
Insurance Consultant
Matthew Stevenson
Matthew has spent the greater portion of the last 20 years in Financial Services. He is well versed in retirement income planning in both the personal, family, and corporate realm.
Matthew is a Bladder Cancer survivor which makes him very passionate about insurance.
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Insurance Consultant
Jon G. Byers
Jon has been in the financial services industry for over 20 years. In 2014, Jon decided to focus entirely on insurance planning.
Jon enjoys helping people protect their financial well-being and reviewing existing life insurance policies with an eye on ensuring the client is getting the most value from their plans.