Over 25 years experience
We know that our best clients typically are existing clients. By definition, a deeply served client will have several products or services with you. When is the last time you reviewed your book of existing clients, and determined how many have multiple products or services with you?
Many times we focus the majority of our time looking for new clients and prospects. While this is necessary to grow over time, we find there are several protection opportunities within your existing client base. Most clients think of protection solutions ONLY when they haven’t accumulated assets. Once your clients have built up a portfolio of assets, their protection needs can actually increase.