The advisor is our client. Always.
You, the advisor, are our client. Our efforts are directed toward your needs as you seek to serve your clients well.
Your client stays your client. Our analysis comes with no commitments.
Any direct contact with your clients is minimized and fully under your control, normally based on the nature of the work and your preferences regarding delegation.
The information and analysis provided by AdvisorServe comes with no commitments. If we recommend policy replacements or new coverage, you are free to direct the resulting insurance business to us or any agents you select.
Resources most planning firms cannot build in-house.
Exceptional outside resources, our own local talent, and the systems to keep you and your clients current on every policy.
Resources & systems
Our efforts involve the use of exceptional outside resources as well as our own local talent. We have a robust policy management and policy review system in place to ensure you and your clients are up to date on policy status.
Where appropriate and with proper authorization, we can collect existing medical records and provide you with likely insurance pricing and mortality studies. Development of these studies is rarely within the capabilities of accountants and attorneys, but we believe it is absolutely critical to the planning process and decisions concerning existing or prospective life insurance coverage.
Carrier intelligence
We can provide competitive pricing information among most of the major life insurance companies, giving you important due diligence when evaluating proposals and existing life insurance policies.
These resources also include important financial information and ratings for virtually all major life insurance companies you will encounter. Our resources even enable us to search more than one hundred products when requesting even a simple term quote. When you have access to information such as this, you can perform your planning without opening the door to a career life insurance agent and you can verify whether pricing offered to your clients is fair.
Bring us the question. We bring back the analysis.
You bring the question
A proposal to evaluate, a policy to review, a planning need that may call for coverage, or simply an insurance question.
We gather the facts
Policy status from our review system and, with proper authorization, existing medical records for pricing and mortality studies.
We deliver the analysis
Competitive pricing across the major carriers, financial ratings, and a clear view of whether what your client has been offered is fair.
You decide where it goes
Use the work as your planning requires, and direct any resulting insurance business to us or to any agents you select.
If you have an insurance question, we are here to help.
AdvisorServe can assist your firm in countless other ways.