Financial Advisory Associates is unique in its design and genesis. We have a vast variety of products and support capabilities on a national level to enhance the practices of financial and insurance representatives. We can and will provide case management, case analysis and preparation, total spreadsheet analysis; as well as point-of-sale presentation support and client consultation.
As your strategic insurance partner, it is our objective to construct a comprehensive and coordinated plan that will result in converting information into action; to become an integral part of the life specialist group serving your organization; to deliver a benefit irrespective of whether or not a product is sold; and to contribute significantly to your insurance goals.
Financial Advisory Associates offers:
- Quality company representation. Financial Advisory Associates has long, successful relationships with many carriers rated A++ by A. M. Best Company, AAA by Standard & Poors and AAA by Duff & Phelps.
- Industry wide reputation for integrity. We take a very detailed look at everything we do - from marketing concepts to policy language to legal issues - to assure full compliance and especially your peace of mind.
- State-of-the-art underwriting expertise. We take this aspect of the process very seriously. As a result, we are experts in placing jumbo cases and use our influence to secure favorable decisions whenever possible.
- Advanced Marketing staff to help your clients understand the finer points of Estate and Business planning.
- Seasoned Sales Professionals to assist you in tailoring impressive presentations to your client's needs.
- Accounting and Legal Professionals available.
- Experienced Underwriting Team to assess and formulate appropriate underwriting strategies.