What are you looking for in a relationship?
A peddler or a consulant(Teacher)?
What's your goals and objectives in establishing your agendas?
Are you apathetic or lethargic in wanting to help yourself and your firm?
Are you receptive to change?
Are you working on an assumptive basis with your current broker/consultant relationship?
Are you looking for a quote shop or serious about changing the effects to your bottom line along with how your coverage affects your employees and their families?
When we meet with clients or prospects, we look to probe their areas of pain and the reasons!
A lot of firms may pigeon hole themselves in one area, while we can problem solve across the board.
The only area, whether it be for personal or commercial problems, that we don’t delve into is securities and that’s by subjective choice!
We are a solutions oriented problem solving firm.
We are not peddlers!
We look for inner circle advisory relationships!
We look for clients who are open and receptive to change, even if it’s outside the box!
We never assume the client knows what they think they know!
We become their advocate!
Proactive, not reactive!
We teach people and companies how to provide more cost and coverage effective solutions which yield profit/surplus back to their bottom while maintaining the integrity of coverage for their employees and their families!
Our proven solutions for companies, if they can qualify, save them 10-20% or more/year with equal or better plan designs!
This would also apply in the areas of coverage for business insurance!
We can work on behalf of the client on a pure consulting capacity at 2.5% of annual premium, whether it be for benefits or business insurance.
If the all of the above applies to you, then you should reach out and schedule an iniital review session.
I guarantee you, it will not be a waste of your time, even if you don't become a client!
The 1st step is always the most difficult!
Your move!
https://lnkd.in/g3BaqEmx
