Potential Estate Planning and Wealth Transfer Client,
As the president of Consumer Insurance Advocates, my goal and promise to our clients is to provide them with simple solutions and uncommon service in an ever-changing insurance environment. Our agents, managers, and staff are committed to educating and empowering our policyholders. We will provide guidance and expertise while managing our clients’ risk. We use the GPDA approach to Estate Planning and Wealth Transfer Services. Here's how it works:
Gather - No one has ever won a race by simply finding and standing at the finish line. You must first know where the race begins. At Consumer Insurance Advocates, we use our own proprietary needs analysis as well as a comprehensive software system called "Wealthy & Wise" to find your starting line and teach you how to win the race.
Partner - The definition of a team states that a number of individuals must unify and show enthusiasm for their common interests and responsibilities. In fact, the benefits gained from teamwork synergies are essential for the effective management of resources. Whatever our clients' needs may be, we have legal, CPA, and financial services experts at our fingertips to assist in every phase of the wealth transfer process.
Develop - There are ideal requirements necessary to successfully implement any strategy. Those requirements can only be developed after all information has been gathered and a personalized team of experts has been assembled to create an effective strategy. At Consumer Insurance Advocates, our client-centered approach to estate planning allows our team to not only create the best success strategy for our wealth transfer clients, but also implement fluid continuation systems which will allow our teams to provide uncommon service to our clients as their needs change over time.
Act - This is the easiest step of our Estate Planning and Wealth Transfer process. Our clients make the essential decisions necessary to implement their personally developed strategies. At Consumer Insurance Advocates, we are privileged and honored to share in the excitement and peace of mind that our clients experience from knowing they are truly leaving a legacy of responsibility.
There are only three possible beneficiaries of your hard earned wealth: your heirs, your charity, or the IRS. Let Consumer Insurance Advocates teach you how to ensure that your estate is properly transferred where and how YOU choose, not the government. Remember, no one plans to fail. They simply fail to plan.
