I am an experienced risk consultant with over 20 years in advice centric solutions and employee benefit design, including the ownership of my own successful practice. At Target, I am wholesaling and partnering with a wide variety of professionals, who provide business and estate risk management strategies with an emphasis in Life, DI, LTCi and fixed annuity solutions.
Let me help you create insurance strategies to satisfy your client’s risk needs and complement your well-developed plans. You can be confident that I will protect your client relationships and deliver personal attention on every case. I have been in your shoes and I will use this experience to anticipate your client’s needs.
My focus is on you, as a valued business partner. I have the skills and the product options to protect your client’s assets and income, from simple term insurance to the most complicated buy-sell agreements or estate plans. All of my recommendations would be reviewed with you prior to discussing with your client, to minimize any conflict with the overall financial planning process. My advice is independent, objective and unbiased.
When you engage my talent you will find that my strategic thinking is not limited to a few insurance companies, product solutions or underwriting offers. Target is independently owned and has relationships with over 15 highly rated insurance carriers.
I am backed by a talented team that knows the nuances of the insurance industry, and will provide customized delivery of insurance solutions from the application acquisition to underwriting and delivery. With them, I am able to manage the risk expectations of your clients and to offer the best application process possible while easing your administrative burdens.
Trust me to provide your clients with the Best-In-Class Insurance Solutions designed in a common law fiduciary manner consistent with your business model.
Connect with Sheila on LinkedIn.