Customized Insurancestrategies
Customized Insurancestrategies

519 860-9093

insurance strategies customized for high-net worth clients

insurance strategies customized for high-net worth clientsinsurance strategies customized for high-net worth clientsinsurance strategies customized for high-net worth clients

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“Exceptional advisors were more likely to offer a personalized customer approach”

 What Engaged HNW Clients Reveal About Advisors – Advisor’s Edge, June 2019 

About

What we offer

We  work with advisors in the financial services industry who specialize in the high net worth market.  We create customized strategies/models to compare and solve client’s funding, estate planning and tax issues  for cases with annual life insurance premium between $25,000 - $5,000,000+ .

How we help advisors in the HNW insurance market

We're passionate about providing all the individualized calculations a client, or their tax professional, requires to make an informed decision.  Our Individual and Corporate Asset Transfers, Funding Alternatives and Immediate Financing Arrangements, to name a few, are tailor-made strategies.  In addition, we also combine in-force policies with a new insurance purchase in the same strategy.

Why advisors want to work with us

  

Clients in this market demand detailed analysis to support the recommendations.  We help advisors differentiate themselves in a competitive marketplace to help increase their close ratio and grow high premium sales.

experience working for you

Mark Lawrence, founder of Customized Insurance Strategies, works with top-tier advisors and wholesalers in the high-net worth insurance market. With over 35 years of experience in the insurance industry, and 15 years specializing in the HNW market, Mark has extensive expertise working on complex high premium cases.   

advocates

Contact customized insurance strategies

Let's have a brief consultation to determine if your clients could benefit from strategies using insurance that are customized to their unique needs and situation.

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Let's talk to see if our services can help you provide customized life insurance strategies for your HNW clients. 

Mark Lawrence, President

Customized Insurance Strategies

London, Ontario, Canada

(519) 860-9093 mark.lawrence@customizedinsurancestrategies.com

Customized Insurance Strategies Inc.

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