Three Points Insurance Design is an independent, carrier agnostic firm providing insurance Case Prep, Design, Analytics & Review for the financial services industry, including insurance and financial advisors, CPAs, RIAs, BGAs, family offices, and other trusted advisors. The firm’s specialty is designing insurance-based solutions for the client’s fact pattern and their specific goals, and creating a comprehensive, yet easily understood client-facing presentation for use by the advisor. Three Points also offers an Insights Subscription service which provides access to resources that empower users to solve the most demanding case design scenarios.
Clients of Seth’s firm have seen double-digit ROI by trusting Three Points Insurance Design to create innovative and detailed solutions for their cases. Three Points’ insurance industry, carrier, and product knowledge and thorough stress-testing of each modelled case give advisors the confidence to offer these innovative solutions to their clients. The firm’s crisp analytics, custom prepared client presentations, and rapid turnaround time with a better, more detailed, and highly effective case design and client presentation than typical ‘spreadsheet’ solutions allow insurance and financial advisors to be more responsive to their clients, achieve better closing results, and provide the ability to spend more time selling.
Three Points Insurance Design was founded by Seth Wasserman, who developed the firm’s rigorous approach to understanding the capabilities of the insurance products used in the firm’s designs. Seth is a former insurance advisor who knows every case is unique, and he instills in the firm the need for both creativity and absolute perfection in the design of each solution.
Financial professionals seeking an expert partner should contact Three Points by email OnTheCase@threepointsinsurancedesign.com or schedule a meeting - https://calendly.com/threepointsinsurancedesign.
WE MAKE THE IMPROBABLE, PROBABLE.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 28 Hidden Oaks Drive, Avon,ct 06001,united States
- Industry
- Insurance
- NAICS
-
Insurance Carriers and Related ActivitiesAgencies, Brokerages, and Other Insurance Related Activities
- Website
- threepointsinsurancedesign.com
- Keywords
- Life Insurance, Case Design, Case Prep, Life Insurance Review, Estate Planning, Business Insurance Planning, Life Insurance Retirement Planning, Insurance Analytics, Insurance Portfolio Creator, Life Insurance Strategist, Product Analysis, Insurance Case Designer.
- HQ
- Avon, CT
Three Points Insurance Design, Llc Questions
Three Points Insurance Design, Llc's website is threepointsinsurancedesign.com
Three Points Insurance Design, Llc's LinkedIn profile is https://www.linkedin.com/company/three-points-insurance-design-llc
Three Points Insurance Design, Llc has
4 employees.
View email and phone details for 4
employees at Three Points Insurance Design, Llc.
Three Points Insurance Design, Llc's industry is
Insurance
Three Points Insurance Design, Llc's top competitors are
Life Innovators,
Ohana Global Alliance Of Financial Advisors,
Nybg Plastic Surgery,
Lion Street,
Guardian Life,
Elevare Advisors, Inc.,
Automated Business Systems,
Symetra,
Marina Media, Llc,
Life Insurance Strategies Group.
Three Points Insurance Design, Llc's categories are Insurance
Three Points Insurance Design, Llc's founding year is 2018
