Welcome to
Executive Benefits Brokerage
We are your specialists for Executive Benefits insurance.
With decades of experience under our belts, we have the knowledge and expertise to take care of your needs.
We are here to help
Your clients look to you for expertise
As a Financial Professional, your clients and prospects look to you for expertise and guidance with their individual and group benefits. This is especially important for the Owners, Executives, and Key People that make their company run.
Most Owners and Executives believe that their group benefits, especially with life and disability insurance, will provide them with enough benefits if something happens to them prematurely. Most highly compensated executives are surprised to discover how these group benefits fall short.
Services
It’s time to make things simple
What if you could offer them the following services without the usual complexities of doing so?
Analysis
A thorough analysis of the adequacy of their existing non-health benefits and in achieving their business goals of recruiting, retaining, and rewarding key owners and executives, especially for those that are highly compensated.
Additional Insurance
Offer additional life and disability benefits at a discount without the usual difficulty of individual applications, gathering financial documentation, potential underwriting restrictions, and denials
Implement Systems
Implement a system to provide exceptional management and updating of these Executive Benefits for your clients without a huge time commitment on your part.
Would this make a difference to you in your prospecting for new clients, increasing your client retention, and in ongoing commissions for you?
Schedule a call with one of our experienced specialists and see how we can help you to do all this and more.
Our Process
The four E's
Examine
Examine your client's unique business and cultural position by listening and asking the right questions.
Evaluate
Complete Review of your client's group non-health benefits and how they match up with your client's business culture and goals.
Educate
Educate you and your clients with the best options and key Executive Benefits, to understand how they most efficiently meet their client's specific needs and goals.
Empower
Empower clients to be able to make the best choices for themselves, and to see beyond "what's hot" right now.
This process helps us serve you and your needs in the best way possible.
Skyrocket Your Disability Sales
As a brokerage, we have formed strategic partnerships that give us more flexibility in not only finding the right insurance companies for your client’s specific needs, but in putting together the best presentation for you, the broker and for your clients. Quite simply, we have close relationships with the right insurance carriers for your needs, and the tools to build your presentation differently. We can more graphically illustrate the specific problems that your clients face, and better illustrate the different solutions that you and your clients can choose from.
For more details on how this can help boost your disability sales, as well as your life sales, please contact us.
