Property and Casualty Insurance brokers

OUR STRATEGY

A majority of P&C Agencies focus on Home & Auto insurance and business insurances. Just about all of them say that they offer life insurance, but most have NO idea about what a properly structured life insurance contract can do. The additional Asset Preservation offering will fully complete asset protection. You have garnered the trust of individuals to protect their homes, autos and business needs. Let us show you how to solidify your relationship with your clients.

TRUST ENCOMPASS FOR BROKERS

JOINT MEETINGS

There is a MAJOR P&C insurance company that did a study as to what their clients expect from them and how to maximize the time frame for which their clients remain their clients. The results are follows;

If there is just 1-2 lines of business with their client, the lifespan of their relationship is 2-3 years. It’s “easy” for them to shop their home and auto with other agencies and the internet.
If the P&C agent has their home and auto and their life insurance, then the lifespan of their relationship is 5-6 years.
If the P&C agent has their home & auto, life insurance AND some of their retirement planning, then the lifespan of their relationship is 10+ years.

TRUST ENCOMPASS FOR BROKERS

MAXIMUM POTENTIAL

We will show you how to maximize your retention by introducing some additional financial strategies that put your clients in the best position possible. Asset Preservation Planning should be a key-focus of every Agency. Life Insurance, Long Term Care and Disability insurances offer the maximum wealth preservation strategies.

Your clients get excited when you save them $300 per year on their auto insurance. Imagine how excited they’d be to learn how to save over $250,000 in taxes they’d pay on the social security they’ll receive, over their retirement years. This is 100% possible and 100% legal. Affiliate with Trust Encompass and let us show you how.

general info & inquiry

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Property and Casualty Insurance brokers

Trust Encompass for Brokers