Insurance counsel,
built for fiduciary advisors.
AdvisorServe partners exclusively with fee-only fiduciary advisors. Independent, objective insurance analysis across carriers.
We’re not a distributor.
We’re counsel.
AdvisorServe is built as a planning resource for advisors who hold themselves to a fiduciary standard.
We evaluate, structure, and manage insurance decisions as part of a disciplined financial plan. The advisor stays in the relationship. We stay accountable for the insurance work.
- i
No product bias
Carriers and contracts are evaluated on the client’s terms.
- ii
No shelf agreements
Carriers are compared on the client’s terms, not from a preferred list.
- iii
The advisor stays in the relationship
Your client remains your client. We work behind you, not around you.
Insurance planning
across every line.
iLife Insurance
Term, permanent and policy reviews, structured around the plan rather than the product.
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iiDisability Insurance
Income protection for the people whose earning power carries the plan.
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iiiLong-Term Care
Traditional and hybrid coverage, modeled against the real cost of care.
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ivAnnuities
Income-focused annuity analysis and in-force reviews, with the carriers held to the same standard.
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vLife Settlements
When a policy no longer fits the plan, a disciplined look at what it is worth.
ExploreA disciplined process,
start to finish.
Evaluate
We review the client’s existing coverage, the plan behind it, and what the plan actually needs.
Structure
Carriers, contracts and ownership are designed to fit the plan, with every option compared on the same terms.
Manage
Underwriting, paperwork and placement are handled by us, so the advisor stays focused on the client.
Stay accountable
In-force reviews and ongoing service after the policy is placed. The work continues.
People you’ll actually work with.
Seth and Greg answer the phone, backed by Valmark Financial Group’s specialists in underwriting, advanced markets, life settlements, new business and in-force service.
Seth Freeman
CFP®, CLTC, LTCPLeads the planning work: case design, underwriting strategy and the long-term care practice.
Greg Freeman
JD, CLU®, ChFC®, RICP, CLTCFounded AdvisorServe on a simple idea: insurance advice should answer to the plan, not the product.
The specialists behind the work.
Underwriting, advanced markets, life settlements, new business, marketing and in-force service. Each case draws on the people who do that work every day.
Eric JohnsonVice President of Underwriting
Michael AmoiaVice President of Advanced Markets
James DawsonDirector of Life Settlements
Angela AbreuOperations Director, Life Insurance New Business
Luke EhingerDirector of Insurance Marketing
Michael MichlitschVice President of Inforce Insurance Solutions
Let’s talk.
If that sounds different, it is.
Or write to info@advisorserve.com
Objective insurance counsel for fiduciary advisors