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METTLE was founded to bring well-honed skills and forward looking thought leadership to advisors whose goals including protecting clients, their families, and their wealth. Mettle is committed to protecting and expanding your book of business through pristine and accurate underwriting, case analysis, and comprehensive planning assistance. We are all in the protection business.  Our close-knit approach to understanding our advisors’ process is designed to align with their goals and produce outstanding client outcomes. Our tools, resources, and platform will become the daily driver of your efficiency and effectiveness. Mettle enhances your existing workflow to bring clarity, prosperity, and diligent precision to every case.

Wealth Advisors
Wealth Advisors

Safeguarding client assets through insurance solutions has become an essential planning tool for wealth advisors. Mettle helps seamlessly integrate this tool into your client’s portfolio to protect against asset drain brought on by disability, long-term care needs, and other unforeseen, future expenses.

P&C Advisors
P&C Advisors

You are an expert at protecting your client’s hard assets and liability exposures. METTLE has a long history working within the P&C industry starting with a knowledge base developed through study and active participation in your associations. We understand market variability and the value of customer retention. Our goal is to assist you in rounding out your client’s protection plan to assure family and business security through effective and tax-sensitive use of life insurance, disability, and long-term care planning solutions.

Benefits Advisors
Benefits Advisors

The benefits industry has always been subject to rapid change from both pricing and design perspectives. In today’s world, it is moving faster than ever as businesses and human resources professionals tackle the emerging needs of a diverse and mobile workforce. METTLE specializes in developing employer-sponsored programs for senior executives and key employees in businesses of all sizes. With a keen eye for both budget sensitivity and the complex planning needs of the highly compensated, METTLE is your resource for the sophisticated product solutions this marketplace requires.

Insurance Advisors
Insurance Advisors

Planning and underwriting creativity, product expertise, and digital competence are table-stakes for an effective relationship between insurance advisors and the independent brokerage world. Mettle prides itself on being at the cutting edge in each of these areas. Our carrier relationships combined with our expertise in underwriting and planning allow to us push through obstacles on behalf of your client. METTLE assures your clients have access to the best in product selection, planning effectiveness, and underwriting outcomes. Removing the barriers between you and an excellent client outcome is at the heart of our commitment to you and your clients.

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