Providing good advice in the world of life insurance is a key component to create tailor made wealth planning solutions for high net worth individuals.
The increasingly demanding regulations along with stricter compliance obligations have made necessary to have more specialized assessment, intermediation and commercialization of life/investment/saving insurance in the long run.
Our proposals and insurance policies have very clear clauses, particular conditions and fees. Having the right interlocutor to look after the client’s best interests is key in long term wealth planning. This person is in charge of assessing, validating and verifying that everything is correct in the life insurance contract.
The main objective of this broker is to understand our client’s goals and transfer them to an appropriate wealth planning through life insurance policies.
To accompany the client’s financial and tax advisor at all times. One of our key objectives is to provide excellent service and customer care once the policies are issued.
The reality is that there are regulatory changes, law amendments, new tax environments and very importantly, changes in the interlocutors/persons in the insurance and financial institutions. This makes relationships with the brokers become more valuable, the more stable and longer lasting they are.
We have a maximum respect for the institution’s clients as well as their legal and financial advisors. The broker provides their service and assessment to the client only in what relates to the policies. However, the main relationship continues to be with the financial and/or legal/tax advisors.
Our commitment in reaching excellence with our clients is essential and it goes above and beyond the agreements signed. Style and the correct client approach are not of minor importance when dealing with very high net worth individuals.
The advice and proposals provided will always be validated by any information the clients may require to know the selection method used when choosing the life insurance company. The clauses will be open to discussion and validation of his/her advisor’s supervision.
Providing good advice in the world of life insurance is a key component to create tailor made wealth planning solutions for high net worth individuals.
The increasingly demanding regulations along with stricter compliance obligations have made necessary to have more specialized assessment, intermediation and commercialization of life/investment/saving insurance in the long run.
Transparency. Our proposals and insurance policies have very clear clauses, particular conditions and fees. Having the right interlocutor to look after the client’s best interests is key in long term wealth planning. This person is in charge of assessing, validating and verifying that everything is correct in the life insurance contract.
The main objective of this broker is to understand our client’s goals and transfer them to an appropriate wealth planning through life insurance policies.
To accompany the client’s financial and tax advisor at all times. One of our key objectives is to provide excellent service and customer care once the policies are issued.
The reality is that there are regulatory changes, law amendments, new tax environments and very importantly, changes in the interlocutors/persons in the insurance and financial institutions. This makes relationships with the brokers become more valuable, the more stable and longer lasting they are.
We have a maximum respect for the institution’s clients as well as their legal and financial advisors. The broker provides their service and assessment to the client only in what relates to the policies. However, the main relationship continues to be with the financial and/or legal/tax advisors.
Our commitment in reaching excellence with our clients is essential and it goes above and beyond the agreements signed. Style and the correct client approach are not of minor importance when dealing with very high net worth individuals.
The advice and proposals provided will always be validated by any information the clients may require to know the selection method used when choosing the life insurance company. The clauses will be open to discussion and validation of his/her advisor’s supervision.
