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LIBRA保险合作伙伴宣布与TailoreMade财富顾问和Brokers Central建立新的合作伙伴关系

LIBRA Insurance Partners Announces New Partnerships with TailorMade Wealth Counsel and Brokers Central

prnewswire 等信源发布 2023-09-07 19:55

可切换为仅中文


Organizations Primed to Leverage LIBRA Partner Resources to Fuel Growth & Expansion Initiatives

组织准备利用LIBRA合作伙伴资源推动增长和扩张计划

BALTIMORE, Sept. 7, 2023 /PRNewswire/ -- LIBRA Insurance Partners, the largest independently owned life insurance marketing organization (IMO) in the United States, announces two new partner agencies, TailorMade Wealth Counsel (TailorMade) and Brokers Central, continuing LIBRA's mission to further build upon its 'strength of many and power of one' culture. .

巴尔的摩,2023年9月7日/PRNewswire/-LIBRA保险合作伙伴是美国最大的独立拥有的人寿保险营销组织(IMO),宣布两个新的合作伙伴机构,TailorMade财富顾问(TailorMade)和中间经纪人,继续LIBRA的使命是进一步发挥其“多重力量和一种文化”的力量。 .

'The tools and support that LIBRA brings to the industry are truly a step above the rest, making the decision to partner with them easy,' said Daniel A. Roeske, president and CEO of TailorMade Wealth Counsel. 'While there are several new capabilities we gain through this partnership, incorporating their technologies will allow us to improve upon internal operational efficiencies and further enhance the client experience for both our affiliated advisors and their clients.'.

“LIBA为行业带来的工具和支持确实超越了其他工具和支持,使得与他们合作的决定变得轻松,”TailorMade财富顾问总裁兼首席执行官Daniel a.Roeske说虽然我们通过这种合作关系获得了一些新功能,但结合他们的技术将使我们能够提高内部运营效率,并进一步增强我们附属顾问和客户的客户体验。

TailorMade is a boutique financial practice dedicated to providing its clients and partners with a wide range of concierge wealth services. Beyond liquid asset management, the firm's top priority is creating 'tailor-made' roadmaps unique to each individual's needs and fundamentally based on their long-term goals.

TailorMade是一家商店金融业务,致力于为其客户和合作伙伴提供广泛的协调财富服务。除了流动资产管理之外,公司的首要任务是创建针对每个人需求的“量身定制”路线图,并从根本上基于其长期目标。

Roeske, alongside TailorMade's COO and Director of Planning, Keith Huberman, CFP®, has created a leadership team with unparalleled experience in providing solutions to the financial elite, their families, their businesses and other advisors..

Roeske与TailorMade的首席运营官和CFP®Keith Huberman的规划总监一起,创建了一个领导团队,拥有无与伦比的经验,为金融精英,他们的家庭,企业和其他顾问提供解决方案。。

'As an organization dedicated to providing an elevated level of service, we were looking to expand our existing carrier partner relationships and product offerings for our clients, the advisors, to better meet the needs of their clientele,' said Keith Huberman, CFP® COO and Director of Planning for TailorMade.

“作为一个致力于提供高水平服务的组织,我们希望扩大我们现有的运营商合作伙伴关系和产品产品,为我们的客户和顾问提供服务,以更好地满足他们客户的需求,”CFP®Keith Huberman说。首席运营官兼量身定制规划总监。

'LIBRA has an extensive network of carrier relationships and integrating those into our platform, along with the lineup of the additional tools and technologies LIBRA offers, empowers us to quickly scale and further accelerate our upward growth trajectory.'.

“LIBRA拥有广泛的运营商关系网络,并将其整合到我们的平台中,以及LIBRA提供的其他工具和技术的排列,使我们能够快速扩展并进一步加速我们的向上发展轨迹。”。

'Tailormade is a well-known and highly respected firm,' said J. Craig Collins, Executive Vice President, Chief Relationship Office for LIBRA.  'They will be an excellent addition to LIBRA and our institutional platform by providing us additional presence with some of our larger institutional customers where they have a long history.' .

LIBRA首席关系办公室执行副总裁J.Craig Collins说:“Tailormade是一家知名且备受尊敬的公司。“通过为我们提供一些历史悠久的大型机构客户,他们将成为LIBRA和我们机构平台的绝佳补充。” .

Both TailorMade and Broker Central have experienced double-digit year-over-year growth and are poised for continued, rapid expansion. 'I've been impressed by the professionalism and the success of these organizations,' added Collins. 'They share the same passion for excellence and integrity which aligns with LIBRA's values.'.

TailorMade和经纪人中心每年都经历了两位数的增长,并有望继续快速扩张柯林斯补充说,我对这些组织的专业性和成功印象深刻他们对卓越和诚信的热情与LIBRA的价值观保持一致。

'After meeting with the LIBRA team, we recognized that their spirit of innovation toward efficiency while maintaining a high level of service is very much in line with our organization,' said Yoel Y Bodek, founding CEO of Broker Central. 'Partnering with them is part of our plan for continued expansion as LIBRA's capabilities are perfectly aligned to support our growth initiatives, and we look forward to tapping into the synergies that come from this partnership.'.

“在与LIBRA团队会面后,我们认识到他们在保持高水平服务的同时提高效率的创新精神与我们的组织非常一致,”经纪人中心创始首席执行官Yoel Y Bodek说与他们合作是我们持续扩张计划的一部分,因为LIBRA的能力与支持我们的增长计划完全一致,我们期待着利用这种合作关系带来的协同效应。

Brokers Central specializes in offering comprehensive life, disability, and long-term care insurance solutions and managing the intricate details of the coverage quoting and placement process for insurance and financial professionals, P&C agencies, and esteemed financial institutions, spanning the entire Atlantic Seaboard.

经纪人中心专门提供全面的人寿,残疾和长期护理保险解决方案,并管理保险和金融专业人员,P&C机构和尊敬的金融机构的保险报价和安置过程的复杂细节,涵盖整个大西洋海板。

Distinguished by its personalized and client-centric approach, the company offers an extensive portfolio, cutting-edge sales tools and unparalleled back-office support, delivered with a laser focus on excellence. Broker Central has historically grown at 25% annually and aims to continue that growth trajectory.

以其个性化和以客户为中心的方法而著称,该公司提供广泛的产品组合,尖端的销售工具和无与伦比的后台支持,以激光专注于卓越。经纪人中心历来每年增长25%,旨在继续增长。

In 2023, it launched Sentury Financial Advisors, a boutique insurance agency, and hired Barry Schwartz as the sales leader..

2023年,它启动了一家超市保险公司Sentury财务顾问,并聘请Barry Schwartz担任销售领导者。。

'These two fantastic agencies are a welcome addition to our LIBRA family, and we look forward to working alongside them as they continue to build upon their successes,' said William (Bill) Shelow, CLU®, ChFC®, CPCU®, LLIF, president and CEO of LIBRA. 'Both Broker Central and TailorMade are poised for rapid growth and we are honored they decided to partner with us to help fast track that expansion.'.

William(Bill)Shelow,CLU®,ChFC®,CPCU®,LLIF表示:“这两个很棒的代理商是我们LIBRA家族的受欢迎的新增产品,我们期待着他们继续在成功的基础上与他们一起工作。LIBRA的总裁兼首席执行官“经纪人中心和TailorMade都准备快速增长,我们很荣幸他们决定与我们合作以帮助快速实现扩张。

With a mission to be the preeminent marketing organization in the country, LIBRA's offers agency partners greater operating efficiencies, enhanced technological capabilities, and an expanded line up of affiliated carriers and reinsurers. Specifically, LIBRA is focused on adding value to its partners and driving quality business to its carriers, guided by three strategic pillars:.

LIBRA的使命是成为该国卓越的营销组织,为机构合作伙伴提供更高的运营效率,增强的技术能力以及扩大的附属运营商和再保险公司。具体而言,LIBRA专注于为其合作伙伴增加价值,并以三大战略支柱为指导推动运营商的优质业务:。

1.    Differentiate resources and experiences for our partner agencies:

1.为我们的合作机构区分资源和经验:

Proprietary processing tools and platforms for quick quotes and informals

用于快速报价和信息的专有处理工具和平台

Exclusive access to a dedicated medical director

独家访问专职医疗总监

Proprietary product analysis, white papers, and benchmarking tools

专有产品分析,白皮书和基准测试工具

Invitations to exclusive training resources and events

邀请独家培训资源和活动

Best practices and idea sharing at all meetings

所有会议的最佳做法和想法分享

2.    Deliver proprietary programs, processes, and products to differentiate our partners:

2.提供专有程序,流程和产品以区分我们的合作伙伴:

Partner-owned and producer-accessible Reinsurance Company

合作伙伴拥有和生产者可访问的保险公司

Exclusive facultative underwriting program with RGA Reinsurance Group of America, Incorporated (RGA)

与RGA-Reponance Group of America,Incorporated(RGA)独家兼性承保计划

3.    Create uniquely aligned, strategic relationships with carriers

3.与运营商建立独特的协调战略关系

Carrier SLA/Throughput tool

运营商SLA/吞吐量工具

Exclusive compensation programs

独家补偿计划

This announcement comes on the heels of another recently announced partnership for LIBRA with Highland Capital Brokerage.

本公告是在最近宣布的LIBRA与高地资本经纪人合作之后发布的。

About TailorMade Wealth CounselTailorMade Wealth Counsel (TailorMade) is a boutique financial practice offering a unique array of wealth management services for individuals, families, family offices and other advisors. From asset diversification, investment advisory, and tax efficiency to life insurance and more, the company provides comprehensive solutions designed to create, grow, and maintain one's wealth.

关于TailorMade财富咨询公司财富顾问(TailorMade)是一家商店金融实践,为个人,家庭,家庭办公室和其他顾问提供独特的财富管理服务。从资产多元化,投资咨询,税收效率到人寿保险等等,公司提供旨在创造,增长和维持财富的综合解决方案。

TailorMade offers a distinctive approach to comprehensive wealth management with personalized strategies designed to balance the legal, tax, emotional and wealth aspects of one's financial life to align with their specific financial objectives to deliver a comprehensive planning solution that works both today and tomorrow.

TailorMade为全面的财富管理提供了独特的方法,个性化策略旨在平衡一个人财务生活的法律,税收,情感和财富方面,以符合他们的特定财务目标,以提供今天和明天都能运作的全面规划解决方案。

For more information, visit www.tailormade-wealth.com.

欲了解更多信息,请访问www.tailormade-wealth.com。

About Broker Central, LLCFounded in 2009 and headquartered in New York, Brokers Central specializes in life, disability, and long-term care insurance. The company provides a wide range of insurance products, sales tools and back-office support for insurance and financial professionals, P&C agencies and financial institutions throughout the Atlantic Seaboard.

关于经纪人中心,LLC成立于2009年,总部设在纽约,经纪人中心专门从事人寿,残疾和长期护理保险。该公司为整个大西洋海域的保险和金融专业人员,P&C机构和金融机构提供广泛的保险产品,销售工具和后台支持。

The team at Brokers Central prides itself on delivering exceptional service and expertise to meet each client's financial needs and is committed to providing the highest level of guidance and support in navigating the complexities of the financial landscape through investment advice, retirement planning, and insurance strategies.

经纪人中心团队致力于提供卓越的服务和专业知识,以满足每位客户的财务需求,并致力于通过投资建议,退休计划和保险策略为财务环境的复杂性提供最高水平的指导和支持。

In 2023, the company launched Sentury Financial Advisors, a boutique insurance agency. For more information, visit www.brokerscentral.com.

2023年,该公司推出了一家酒店保险公司Sentury财务顾问。欲了解更多信息,请访问www.brokerscentral.com。

About LIBRA Insurance Partners (LIBRA)  LIBRA Insurance Partners is an insurance marketing organization dedicated to serving independent insurance producers, brokers, and financial institutions. Formerly known as LifeMark Partners and BRAMCO Financial Resources, and through the merger with Insurance Designers of America (IDA) in 2022, the firm exists to leverage strategic relationships, expertise, and innovation to expand life insurance distribution for the benefit of all stakeholders.

关于LIBRA保险合作伙伴(LIBRA)  LIBRA保险合作伙伴是 致力于为独立保险生产商,经纪人和金融机构提供服务的保险营销组织。以前称为LifeMark Partners和BRAMCO财务资源,并于2022年与美国保险设计师(IDA)合并, 公司 存在以利用战略关系,专业知识和创新来扩大人寿保险 为所有利益相关者的利益分配。

LIBRA Insurance Partners is dedicated to the ongoing development and enhancement of resources to differentiate partner agencies from the competition. Its firms benefit from robust proprietary service offerings, unparalleled partnership, product expertise, and access to industry-leading technologies and tools, including expansive underwriting support resources.

LIBRA保险合作伙伴 致力于持续开发和增强资源,以区别合作伙伴机构与竞争。其公司受益于强大的专有服务产品,无与伦比 合作伙伴关系,产品专业知识以及获得行业领先的技术和工具,包括广泛的承保支持资源。

To learn more about becoming a LIBRA partner firm, visit  www.LIBRAInsurancePartners.com or call (410) 837-3022..

要了解更多关于成为LIBRA合作伙伴的信息,请访问  www.LIBRAInsurancePartners.com 或致电(410)837-3022。。

MEDIA CONTACT AdvisorPR Alana Kohl & Jill Schofield 702-685-7450 [email protected]

媒体联系人顾问Alana Kohl&Jill Schofield 702-685-7450〔email protected〕

SOURCE LIBRA Insurance Partners

来源LIBRA保险合作伙伴