Fee-Only Financial Advisor Partnership

Some benefits of working with a Fee-Only Financial Adviser Life Insurance Specialist:

• We are a like a “fulfillment center” for you and your clients. You tell us your client’s needs, and we will find the best company with the best rates.
• There will be no surprises. We will work with you, or your clients, only per your wishes. Your clients will never be “sold” or “upsold” other life insurance products.
• Your clients get the best of both worlds – a trusted fee-only financial advisor and a trusted life insurance expert with advanced life insurance eligibility and suitability knowledge.
• If you need a specific financial outcome from a life insurance product you are not familiar with, we will work directly with you (or directly with your clients per your recommendation).
• You don’t have to ask your clients any “uncomfortable” life insurance underwriting questions. You focus on your client’s financial needs, while we work with your clients, who may have mild to significant health and personal issues.
• You will become part of our referral network.

We frequently invite our fee-only financial planners onto our podcast on to the Life Insurance Answer Man podcast to discuss investing and money management. Helping people manage their money helps them afford life insurance coverage.

Also, referring a client to a podcast, with you as the featured expert, helps establish your credibility and financial expertise (and gain more clients).