a person’s ability to cope well with difficulties or to face a demanding situation in a spirited and resilient way.
Spirit, fortitude, tenacity, moral fiber
quality of character or temperament; esp., high quality of character courage; ardor
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.
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.
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.
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.
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.
You’ve been diligently managing your client’s assets for years. Protecting those assets from future risk is all but in your job description. Your client’s assets are their long-term plan for their retirement, lifestyle, and legacy. Beyond market turns and economic forecasts, however, lies an even greater risk to their financial well-being: their health. It’s an […]
The last several years have seen a seismic shift in so many areas of life and business that serving your client’s rapidly evolving needs has meant keeping your head on a swivel. Just as the dust is settling on 2021 and the world collectively holds its breath for the eventual end of lockdowns, staff shortages, […]
Trust-owned life insurance policies for individuals with considerable estates are set up with the best of intentions. The allure of protecting wealth from the Estate Tax and providing beneficiaries with a substantial death benefit is appealing to planners. Done correctly, trust-owned life insurance can be a perfect remedy to tax and privacy burdens associated with […]
The state of Washington passed a dramatic piece of legislation that impacts the long-term care insurance landscape of the state in a number of ways. While you may not have clients in Washington state, the potential domino effect of this legislation may end up on your doorstep.. So what are the pros, cons, and […]