Your clients want you to provide a collaborative concierge service to them. This service may be incomplete if you aren’t having regular discussions about insurance.
Insurance is an essential part of any financial plan. But what's the best way to incorporate this expertise into a financial advisory practice? Newtek brings the experts to your clients and prospects.
Newtek Insurance Agency offers analysis and review of your clients' current insurance policies and then provides recommendations that are in their best interest. If you have a client that needs additional insurance, or you think there are better alternatives, you can bring in an insurance professional to meet with the them - either virtually or in person depending the current COVID environment.
Newtek Insurance Agency is a full-service insurance agency licensed in both Property & Casualty and Life and Health insurance which is dedicated to work with UBS.
I am happy to discuss ways to position insurance with your clients, as well as arrange time with them for a review. Please reach out to me at the contact information below.
Regards,
Adam |
