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Insurance Advice - Without the Sales Pitch
Fidelity has created an Insurance Agency for clients of its Investment Advisor group.
Grubman Financial has an assigned representative to serve our clients by:
- advising you about life insurance and annuity offerings
- analyzing your existing policies
- working with Grubman Financial to determine appropriate policies
- providing quotes
- writing policies from Fidelity and other national insurers
This new offering from Fidelity provides an elegant solution to one of the challenges of independent financial managers: how to offer clients access to sound policies and advice without subjecting the clients to commission-based sales pressure.
Please visit the Fidelity Insurance Agency for Advisor Clients site and/or contact us for more information.
