COLLABORATION & ENHANCING YOUR SERVICES

If you don’t talk to your clients about Estate Planning,who will?

Build a fence around your clients

– – The Strategy Wealth Advisors iNSURIS Program™

At Strategy Wealth Advisors, we aim to provide high-net-worth individuals, families and their private companies with life insurance for estate planning purposes.

With the iNSURIS Program™, your clients can grow and protect their wealth. And when the time comes, they can then transfer that wealth to their beneficiaries as efficiently as possible.

We work with accountants and professional advisors across the country who consider us a trustworthy and unbiased resource for prudent estate planning. With Strategy Wealth Advisors, you know you’re getting a robust plan that is customized to suit your needs and goals and provides you with exceptional lifelong results.

The iNSURIS Program™ has four stages:
– Learning About Potential Clients.
– Building A Strategy.
– Implementing The Strategy.
– Optimizing Performance.

BOOK A MEETING

1. Learning About Potential Clients

During the first stage of the iNSURIS Program™, we learn more about our potential clients. The iNSURIS Program™ is designed to determine if a potential client is a good fit and can benefit from an insurance-based tax and estate plan.

We work with a client’s advisor to determine if the iNSURIS Program™ will generate substantial benefits for the client. During this stage of the iNSURIS Program™, the potential client remains completely anonymous. Therefore, regardless of the outcome, a client is never obligated to proceed with the next step of the iNSURIS Program™.

3. Implementing The Strategy

When it comes time to implement a client’s strategy, we work hard to ensure everything is in place. At the heart of each of our plans is a life insurance policy. We want our clients to get outstanding coverage and take care of everything – including underwriting, technical review, and implementation.

You don’t have to worry about any paperwork. We work together with our clients, doctors, and advisors to get all the financial and health information necessary to ensure a perfect application.

Once a life insurance policy is in place, we can start implementing our client’s plan to help them realize their tax and estate benefits.

2. Building A Strategy

We map out the estate plan structure during this stage of the process. Then, working with a client’s advisor, we use information gathered during stage 1 to put together a specific plan that addresses a client’s personal and business goals, as well as their wealth transfer goals.

We pride ourselves on putting together comprehensive plans that are easy to understand. We’ll explain important details clients and advisors need to know – from how cash flow will work to the results of winding up the estate. We want our client and their advisors to have all the information they need to decide if an insurance-based plan is right for them.

We do not charge for creating this initial assessment and will only present the plan to a potential client if their advisor agrees that the plan offers considerable benefits. If the potential client agrees with the plan, we will then engage them formally as our clients.

4. Optimizing Performance

We continually monitor and adjust the plan as needed over time. In addition, we offer an annual review, so our clients are clear on how their plan is performing. We also provide advisors with all necessary documents for reporting.
The plan is never set in stone – and we are always ready to update or modify it if laws change or our client’s needs change. We’ll work with your clients and advisors to determine the best course of action to keep their plan on track!

BOOK A MEETING