President
CurrentWE COMPLIMENT YOUR FINANCIAL PLANNING, BY BRIDGING THE GAP BETWEEN INVESTMENTS AND INSURANCE. WE ARE YOUR IN-HOUSE INSURANCE DEPARTMENT.Every financial plan needs a strong foundation. By providing a solid base of insurance for income protection and to complement investments, you will be able to better address all of the wealth management issues that your client faces throughout their lives.Policy Designs will help you build your business and accelerate growth. With our services, you will:Have a team to assist with identifying insurance needs and planning opportunities for clients by providing advanced design solutions. Implement your insurance strategies or do the strategizing for you that will lay the foundation to optimize your client’s wealth accumulation and protection. Receive training on life insurance, disability insurance, and long-term care insuranceGet pre-underwriting and illustrations provided by Policy Designs. Gain access to our exclusive portal, complete with real-time reporting and customer dashboard, upon close of sale.BenefitsEnjoy having a specialist and the resources of a sales team at no cost to you including dedicated case design, your own case manager, dedicated sales desk and dedicated marketer. Our consultants are available to be fully involved in the sales process, as much or as little as you prefer. Convenience–we will come to you, and offer prompt attention. Sit side by side with our experienced team while we work for you and your clients to address insurance markets to ensure financial security for your clients.
