e life brokerage is a unique BGA made up of skilled, licensed authorities where every case is of great magnitude.
e life brokerage focuses exclusively on meeting the needs of financial institutions that incorporate life insurance strategies in their financial planning process. We focus on understanding the underlying dynamics and uniqueness of your Wealth Management division. Our Services focus on delivering a comprehensive solution for your most important High Net Worth and Ultra High Net Worth client’s insurance needs.
We assist our institutional clients in orchestrating formal goals & objectives, implementing sales & underwriting processes and monitoring the success of the insurance business. Examples of this include:
- Formalizing Goals & Objectives
- Financial Goals
- Providing a Superior Client Experience
- Integrating Life Insurance into the Financial Planning Process
- Consistent Sales Success in all Markets
- Implementing Identifiable and Repeatable Sales & Underwriting Processes
- Internal Referrals
- Prospect Qualification
- Underwriting Efficiencies
- Financial Forecasts
- Monitoring the Success of the Life Insurance Division
- Pipeline Tools that Integrate the Sales Process
- Coaching and Training your Insurance Advisors to be more effective with their Wealth Teams
- Client Experience
- Managing the Underwriting Process to Provide a Superior Experience
- Meeting Your Revenue Goals
e life brokerage places the needs of our clients and their fiduciary responsibilities first. Our life insurance solutions are not only tailored to compliment the financial planning process, but also create the most value through rigorous underwriting and an open architecture of product and insurance carriers. Attention to detail is a top priority. Whether it’s monitoring our Case Managers in order to maintain a lower case load or our commitment to technology and HIPAA Compliance we continue to invest in the firm to exceed our client’s expectations.
Our Principals not only have experience in life insurance sales, and underwriting but also have run Wealth Management life insurance divisions of large financial institutions. Through e life brokerage we are able to leverage our expertise as an extension of our clients’ management teams. With a combined 95 years in the financial services industry focusing on life insurance we are uniquely positioned to help you manage sales.
phone: (614) 839-5220 | email: firstname.lastname@example.org
Megan Johnson is a Senior Case Manager at e life brokerage with 10 years of dedicated back office customer service experience. She possesses a steadfast perseverance to provide our clients with the highest level of service. Her ability to develop productive relationships and resolve complex issues is beneficial in allowing you to concentrate your energies on expanding your client base. At home Megan is a busy mom with 3 active kids.
Get in touch and find out how we can “make it happen.”
Main ph: 614-682-6583
e life brokerage, LLC
5805 Chandler Ct. Suite E
Westerville, OH 43082