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Insurance & Estate Planning Support
- You have access to regional teams that will help you on cases, navigate the complexities of business cases, act as a quarterback to ensure you get all the resources you need to place the case.
- Find opportunities in your book of business
- Offer an opportunity to do a book review
- Provide you with coaching and guidance on your large and complex cases
- Help you define your clients need for insurance, examine possible alternatives and present the best solutions
- Create customize presentations for your clients including concept and illustration proposals
- Assist in conversations with your clients and their professional advisors
- Respond to case related technical inquiries and provide research on specific topics relevant to your cases
- Provide product analysis to ensure the best solutions for your client
- Estate planning experts work with the ACES Team providing technical support on your complex cases
- Provide professional consultation independent of the carrier solution
- Articles and Blogs on insurance planning topics
- Masterworks Professional Advisor Training (MPAT) Business Sessions
- Webinars and advanced concept training
- Business insurance workshops
- Specializing in the HNW, estate and complex case market, an IPS brings additional experience and confidence to your HNW cases
- An IPS will partner with you on cases providing support through every step of your case from initial client meetings, to case preparation and presentation, to policy settlement and annual reviews as required
- Partnering is done on an 80/20 split case basis where you retain 80% of the commission
- Prior to the submission of a case, our ACES Team will work with you to review your client’s health and financial situation
- We partner with underwriters to identify potential concerns and help you package your case for the best underwriting outcome