Process

INDEPENDENT CARRIER NEUTRAL

• Customer Needs:

  Premier Partners' purpose is to help customers achieve their financial goals.

• Prospecting

  Collecting and understanding customer needs from a wide variety of sources (Insurance proposals, emails, meetings, etc.) would be presented to the client's advisors

• Best Opinion

  Premier Partners will help the customer to choose the best option that will fit the customer needs

• Process

  Premier Partners submits life insurance application for approval.

• Funding

  Once approved, the lending institution will fun the life insurance contract.

• Closing

  Premier Partners completes transaction.