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Our firm (RIA) is bringing onboard a client who currently lives in Virginia......I'm looking for a indy broker to introduce her to. The agency would need to be willing to join our next webex meeting and provide a specific feedback given her current networth and coverages. She needs a 3mill umbrella and a full review of her home and auto.
We have built a comprehensive financial plan covering all areas including a full risk management analysis.....so there is really no need for additional data gathering to provide some initial thoughts/feedback.....we also have her current dec pages for all her existing coverages.
We have built a comprehensive financial plan covering all areas including a full risk management analysis.....so there is really no need for additional data gathering to provide some initial thoughts/feedback.....we also have her current dec pages for all her existing coverages.
