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如图所示
分析
分析客户的情况,确定最佳覆盖范围
申请
Apply for the right policies
服务
执行政策并协助索赔
期望
顾问们怎么说
"If you're looking for someone to help you with insurance planning at a high level look no further. I've sent countless clients their way and they've had nothing but positive things to say"
Angel Escobedo, CFP®
Capasso 规划合作伙伴
顾问们怎么说
"Wow! Just wow! The guys at BC Brokerage make it feel like they are on your planning team with their seamless follow-up and looking around corners on behalf of our clients. Just go one tough-to-insure client her policy with an absolute minimum of static. We are huge fan!"
Erica Ryberg, CFP®
蒙托亚财富管理
顾问们怎么说
"The client service is outstanding, the insurance products are competitively priced and consultative approach for difficult client situations is unmatched. I've yet to have a client case that BC Brokerage hasn't been able to solve. I'm so happy to have found a trusted insurance partner for our clients."
Tim Woodward, CFP®, CKA®, MBA
融合财富
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