Services for insurance advisors and wealth managers
Advisors: are you comfortable strategically discussing life insurance with your most affluent contacts?
At Eric Bérubé Estate and Insurance Services, we regularly work with insurance advisors and wealth managers to develop solutions for their high net worth clients who are looking to maximize the amount of money they leave to their loved ones.
In such cases, the insurance advisor or wealth manager participates in all stages of the process, from analyzing the file to presenting the optimization strategy, while maintaining a privileged relationship with the client. Our expertise thus enhances the services offered to the client.
Independence and expertise
Being fully independent enables us to offer the most appropriate solutions based on the clients’ objectives and situation. Once the solution has been chosen, we provide file reviews in collaboration with the advisor or manager.