Dan Peterson, LLIF, LUTCF, FIC
President & Managing Partner
Director of Marketing & Operations
Advisors’ and their clients benefit from our transparency, knowledge, accessibility, and confidence. Our ENERGY lies in our risk management solutions that bring responsiveness, expertise, and an objective approach to advisors and their clients. We ENERGIZE by having an efficient process and manage everything from the informal application to placing the policy. We give you an EDGE by putting the focus on you and your clients’ best interests, not a company’s best interest. We complete EXECUTION of the process to ensure only the best for you and your clients, with an understanding of your business and planning philosophies.
We specialize in insurance, so you don’t have to. Making Life Simple.
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