28202 Cabot Road,
With managing risk being a critical element of a holistically and fully developed wealth management plan, The Certus Financial Group (TCFG) makes it simplistic for you to integrate insurance services into your advisory practice. The firm has an in-house Insurance Specialist to assist advisors with guidance, resources, and talking through client cases where and when needed.
TCFG Insurance Solutions provides turnkey marketing materials to educate you as well as your clients on the relevance of insurance and products/solutions applicable to client circumstances and objectives. These materials are client-facing, straightforward, and current with industry trends.
Insurance is a lucrative element to keeping client financial planning portfolios comprehensive, diversified, and protected. Administratively, the firm works with advisors to ensure and/or assist them with becoming adequately licensed and trained to work with insurance. Technically, the firm takes pride in assisting advisors to find, with conviction, the specific solutions to best fit every client and see product applications through to issuance.
TCFG’s expertise with and assistance to advisors integrating insurance products/solutions into clients’ financial planning spans, however, is not limited to the below categories.