Wealth advisors help build the financial well-being of the American public. Whether working to develop basic savings plans, building wealth to help families educate children and retire comfortably, or assisting older clients who need income distribution strategies and legacy protection, the responsibility you accept is enormous. We understand that for you to be successful with multiple audiences requires well-honed listening skills so that plans are aligned with clients’ goals while respecting their risk tolerance.
METTLE INSURANCE specializes in working with wealth advisors to design plans that protect against the family burdens of premature death, disability, long-term care costs, and wealth taxes. We invest in learning your approach to both portfolio and relationship management so that our efforts blend seamlessly with yours.
METTLE INSURANCE IS BUILT TO SUPPORT YOUR GROWTH
- To assist wealth advisors in implementing insurance solutions in an unbiased and product agnostic environment
- Aligning clients financial situations and their health status with the right solutions
- To provide a selection of product solutions that enhance your value to both individual and business clients while simultaneously protecting AUM.
- To keep you and your associates focused on what you do best while providing high-quality protection planning services
- Family Protection
- Liquidity Planning
- Legacy Planning
- Business Succession and Key Person Coverage
- Executive Benefits
- Opportunity Mining and Plan Design
- Point of Sale assistance and client consultations
- Comprehensive tracking of potential opportunities
- Tracking and management of pending business
- Reporting that quantifies the success of sales efforts
- Tracking In-Force business
- Continuous monitoring of carrier financials and product developments