our process
As your trusted insurance partners, we take a white-glove approach to making sure your client is covered with the right insurance strategies.
We greatly value our role as educators and actively commit to collaboration each step of the way.
Collaboration
Partnership is paramount to mutual success. We recommend three joint meetings to define, meet, and chart a course together that aligns with your clients' best interest.
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Discovery
Every new case begins with a conversation in order to ensure proper context and goals are taken into account.
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Design
Whether it's life, DI, LTC, or an annuity, policy design aspects like premium, features, and carrier strength are all extremely important to insurance planning.
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Decision
We pride ourselves on education. That means we work alongside you and your clients to make the best decision possible about your clients' coverage needs.
Insurance is not usually guaranteed and many clients need a white-glove service to help navigate the often complicated process of financial and medical underwriting.
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Prequalify
Setting expectations is an effective way to ensure a good client experience. An advanced prequalification can make a big difference.
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Application
Easy enrollment is ​another factor that is required for maximum efficiency. Every carrier has a slightly different process and we can provide the tools to set the stage for success.
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Underwriting
Different solutions require different underwriting processes. Our case management team is dedicated to making this as painless as possible for your clients.
Implementation
Monitoring
A partnership with Yetworth goes beyond the transaction of setting up an insurance policy. There are a few simple ways to ensure we're adding more value for your clients.​
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Summary
A digestible overview of the​ key coverage details can help clients maintain perspective of the importance of this plan.
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Ongoing Review
Regular policy reviews are a simple and effective part of our service model that is designed to ensure the insurance planning is still relevant long after the policy is placed in-force.
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Policy Servicing
Coverage needs will change. It is extremely rare to keep just one policy with the same address, beneficiaries, or payment method for the life of a contract.