Not being linked to any insurance company, achieving the objectives and finding the best solution for customers and partners will be ahead of the interests of the insurance company.
Quotation of various options and negotiation of better prices. This is more relevant when dealing with relevant amounts transactions.
The broker is paid by the insurer.
Negotiation for the client of the clauses like the economic ones (entry or early surrender fees), duration of the policies, number of policies to be contracted, coverage of death, conditions of payment to the beneficiaries and all the aspects of custom contractual clauses for each case. Each insurer has rules that vary greatly with each other to achieve the objectives that the client performs. In some cases, the client’s objectives are ahead of the insurer’s choice.
Analyse for the client the insurer´s services offer, by its international character, because of potential changes of residence, to comply with more robustness with the objectives of the client, by the complexity of the underlying (non-traditional assets), etc.
In the long term, the people of the insurers move; the broker stays next to the client and his financial and legal/tax advisor. You never stay without an interlocutor with the insurance company in Spain, Luxembourg or Ireland, it will always be to defend the interests of the clients in front of the insurers.
In the specific case of ELIPSE, ample knowledge and experience of the market of Unit-Linked and the actors involved (lawyers, banks, asset managers, financial advisors, etc.) in simple and very complex operations.
In this way the maximum technical level and the knowledge of the market are guaranteed to reach all the details.
Continuous adaptation to legal, fiscal and regulatory changes by specialization in this field.
For years, we have experienced continual changes that directly affect estate planning that requires active management of decisions regarding these policies.
Creating custom documentation with the policies information details. Many times the documentation received by the clients from the insurer is incomplete or confusing. ELIPSE creates documents that provide all the information for customers and their consultants resumed and in easy way.
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