Partnering with Financial Advisors

As a financial advisor, your primary concern is the financial wellbeing and security of your clients. Planning and investing are the core elements of your services. A natural extension of protecting wealth is preparing for the future and protecting what you and your clients have worked hard to attain.

Advanced Benefit Solutions offers an incredible added value for financial advisors who want to offer their clients a comprehensive wealth management experience. Our goal is to serve as a partner and enhance independent financial advisor practices. We take a consultative approach, focusing on the details of each insurance product to ensure it is addressing the specific needs of your clients. 

You understand your clients best, so we work alongside you to ensure any recommendation is in alignment with your overall strategic objectives. You remain an integral part of the process, in control of the client relationship, while we add value through our insurance expertise.