Our Expertise
Product Research and Analysis
Our case design team researches product solutions across a wide spectrum of carriers and provides tight, concise analyses and spreadsheets on quotes, rates, and options. This allows you to focus more of your time meeting with clients. We assess the most competitive solutions for your needs as well as provide alternative options to maximize your client’s resources.
Advanced Technical Expertise
Advisors who operate in business insurance, executive benefits, estate planning, or other highly-technical markets are directly affected by legislative and tax regulations, both domestically and international. American Brokerage Company stays on the front lines of these regulations help you navigate the opportunities and challenges. We further bring our deep knowledge and experience when clients are faced with complex or impaired underwriting risks.
Point-of-Sale Support
Our leadership team is available to work with you during client discovery meetings and to explain the different options available to your clients. We will work alongside you during client conversations or be a resource to you as case consultants. If you prefer to refer clients directly to us to solve their needs, we will do so with the utmost care, personal attention, and proactive communication your clients expect from you. We are straight-forward and honest in our approach and we treat each of your needs with urgency.
Our Services
Estate PlanningGenerational Wealth
Transfer Wills and Trusts Review Charitable Gifting Strategies Estate Tax Funding |
Business PlanningBusiness Succession Strategies
COLI / BOLI Products Executive Compensation Business Overhead Insurance Protection for Owner Disability Equalizing a Family Business |
Life InsuranceExisting Life Policy Analysis
Life Policy Evaluations & Audits Special & Impaired Risks Foreign National Marketplace Premium Financing Life Settlements Offshore Life Insurance |
Disability InsuranceIndividual & Supplemental Policies
Executive Carve-Out |
Long-Term Care FundingLong-Term Care Insurance
Linked Benefit Hybrid Products |
AnnuitiesFixed and Indexed Annuities
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Retirement Planning401(k)
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