Financial Alliances
Program Overview
Through our Financial Alliances Program, we can establish business relationships with local financial institutions, CPA firms, P&C firms, and Law firms to bring their clients a full scope of financial products and services.
Through this alliance, the alliance firm will work with our agency to deliver insurance products to the firm’s clients. We have access to a top-notch support team and resources and are available for case-by-case consultation with a firm’s clients.
Benefits to the Alliance Firm
The Financial Alliance program can help benefit a firm’s practice in the following ways:
- Offer current clients an expanded array of financial products and services
- Potential to gain more clients based on expanded offerings
- Grow bottom line of business through insurance sales
- Increase customer satisfaction
- Retain current clients
Benefits to the Alliance Firm Clients
Clients will have access to a personal Financial Alliance representative to help them develop a comprehensive plan for their financial goals, designed to help:
- Protect and plan for family insurance needs
- Plan for the preservation of your estate
- Realize the greatest value from your business
- Attract and retain key employees
- Plan for a comfortable retirement
Contact Andy Meehan at (205) 533-9452 or by email for more information