Our Process & Beliefs

Our Process & Beliefs

Our goal is to work with our clients for the long term, not simply to assist them with their original purchase. Our experience has shown that our clients’ personal and professional lives do change. For this reason, our commitment is to provide ongoing advice and consultation to ensure their insurance and investment portfolios evolve as their needs change.

We do not believe in simply quoting a product from a menu, but rather informing our clients about the process of obtaining insurance; a process that when done correctly will yield the desired outcome. We treat every client situation as a unique one and strive to gain a thorough understanding of the medical and financial underwriting issues in order to obtain the desired outcome and protect our clients’ insurability.

We take pride in the reputation our firm has garnered from our clients, insurance and investments partners as well as our peer group.

  • Our commitment and success advocating for our clients is unparalleled.
  • We treat every client’s situation as unique. Because it is.

Mark has provided us with a high level of expertise on some complex insurance matters over the years. He is an expert in his field, always exhibiting professionalism and transparency.

David Klass & David Rosen, Zebra Paper Converters January 20, 2015