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Our Process

Global Insurance Solutions Group recognizes the unique distinctions amongst the wealth managers we proudly work with. As such, our relationship with you first starts with a deep discovery of your model and how you work with clients. What this means is we become an integral extension of your wealth and estate planning team. We deliver sophisticated tools that minimize risk, provide tax advantaged insurance solutions for complex issues, and stringent compliance and management oversight. We keep pace with changes in the insurance industry across the globe, monitoring and making adjustments as needed to the solutions we recommend.

As an independent private firm, we bring a unique value promise to every case. We bring the expertise and significant carrier negotiation with blue chip carrier portfolios with no direct affiliation. This means our clients receive specialized, unbiased, client-centered advice. The real benefit is the security you will bring to your clients’ wealth and the expansion of your service model for client retention.

Our team of experts draw upon our decades of experience to navigate the complexity of life insurance, medical and financial underwriting, so the process becomes as seamless as possible. We employ a state of the art technology platform that insures the highest security to maintain client confidentiality. Our services routinely include periodic reviews to monitor ongoing life insurance plan suitability.

With headquarters in Philadelphia and Miami and a trilingual staff we can service clients located throughout the globe.

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