Financial Planners Program
Are you looking for a strategic Property and Casualty partner you and your clients can trust?
——We Should Talk!——
Shawn Webb / Principal
Pacific Crest Independent Insurance Alliance
Pacific Crest Wealth Management
I’m Shawn Webb, I’ve been a fee based Financial Planner for over 20 years and I’ve noticed a trend in the industry. In my experience the insurance needs of financial clients often takes a back seat to their investments and estate planning. Financial Planners sometimes skip the Risk Management step due to their lack of knowledge of the risk or because the revenue is marginal compared to the investments.
We are a growing insurance alliance that partners with like minded professionals looking to grow a profitable insurance practice. With hundreds of carrier options, we have the highest potential to offer our clients the best products at the lowest prices.
I’ve been practicing full comprehensive planning with Risk Management services for my clients for many years. I study my clients coverage needs at high level and then introduce them to my trusted insurance partners. It’s their job to assess where any gaps may be in my clients coverage. They take over as their insurance agent, make any changes if necessary and inform me of my clients risk status. This type of partnership leads to a stickier and more profitable relationship with my client.
I’ve developed a specialized program focused on your clients insurance needs. The Financial Planner Program partners you with a trusted insurance agent you and your clients can depend on. They are specialists in their field of Property and Casualty as well as Life Insurance. The agent works directly under the umbrella of my subsidiary insurance company (Pacific Crest Independent Insurance Alliance). They can service the needs of your clients better than most agents can because they have access to all the markets our National Insurance Alliance has to offer. This equals better rates for better coverage.
Don’t count out the additional revenue from Property and Casualty sales. If you hold a current Property and Casualty license, you can participate in the revenue generated from these activities.
Listen to this short podcast below where I explain in detail how the program works.
Principal / Pacific Crest Wealth Management