Mike, Trevor, and Scott discuss the relationship between the brokerage and life insurance carriers. The brokerage represents the carriers and helps clients design and implement life insurance plans. They guide clients through the application process and evaluate which carrier is most appropriate based on the client’s health and financial situation. They have access to a platform that allows them to independently evaluate all viable options and determine the best option for the client. The goal is to design a customized plan that provides the benefits the client is looking for at a competitive price.
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