Successfully Partnering
with raymond James Advisors
for over 15 years!
Protect your client’s assets today!
Reach out today to experience the PenFacs difference!
We handle the heavy lifting for you
PenFacs places great value on our relationship with Raymond James. We understand your ecosystem. We speak your language. We also know that protecting your client’s financial future is paramount to maintaining your closely held relationships with them.
This is why we go above and beyond to make the process of insuring your clients and protecting their assets into the future as simple as possible. With deep carrier relationships, PenFacs is able to secure the best premiums on behalf of your clients and we work on behalf of you and your client every step of the way.
As a Raymond James approved point of sale intermediary, we make protecting your clients’ assets easy. Utilizing information revealed in the GPM report, our professionals design and place sophisticated life insurance, long term care insurance, disability insurance, premium financing, and deferred compensation policies for the following situations:
- Legacy and Estate Planning
- Business Key Person and Continuity Planning
- Tax-Advantaged Income Planning
- Family Income Replacement Planning
- Executive Benefit and Retention Planning
- Long Term Care Planning
Discovery
- Analyze GPM report
- Understand client financial goals
- Identify client risk
- Determine Insurance needs and identify best-fit products
Meeting
-
Pre-client meeting to agree upon appropriate strategies
- Client education
- Presenting solutions
Application
- Application completion
- Application submission
- Underwriting negotiation with Carrier
- Policy acceptance
Policy In-force
- On-going policy review
- Continued policy maintenance
- Policy servicing
To learn more about how we can help you with your clients’ needs, schedule an appointment with a PenFacs team leader today.