Overview

A different type of listing: We're looking to strategically partner with insurance specialists (and 401k specialists too!) to enhance services to their clients. It's your client, your relationship: we're part of YOUR team of experts and add financial planning & wealth management to your offerings.

Our successful track record with these strategic partnerships yield:
1) Increased client satisfaction and results
2) Increase your revenues and improve your relationship with your client
3) Increase our revenues

Alliance provides you the resources of a national brokerage firm while maintaining your independence & flexibility-
Our compliance approved alliance process (a few easy steps) allows a revenue share agreement for the revenues generated by your client

We do the 'heavy lifting' on the wealth management side:
Client education, financial literacy
No obligation portfolio management review

Why do we strategically align?
I enjoy interacting with clients, but I'm NOT a 'hunter'.
I prefer managing portfolios rather than searching for new clients.

When I was independent I WISH I knew about/had access to an alliance like this.
It would have made my life SO much easier and I would've retained MUCH more business.

Market
Insurance
Member Level
Basic
Last Activity
within 6 months
Listing Age
1,181 days old

Business Data

Blurred Charts

Life Insurance Business

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Health Insurance Business

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Auto Insurance Business

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Home Insurance Business

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Commercial Insurance Business

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Other Insurance Business

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Agency Management System

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