Protecting What You and Your Clients BuildYour primary focus is taking care of your clients. Michael Staeb and his association with AIP Marketing Alliance are focused on delivering service and results that center around protecting the financial planning you build with and for your clients.
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Resources
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Bringing Insurance Expertise to Your Practice
Do you have the credentials, experience, knowledge, time, and resources to design and implement appropriate insurance solutions for your clients? The right partner can help you effectively incorporate effective insurance recommendations into the larger planning you do for your clients.
Traditional BrokerageYour resource for pre-sale case design, carrier/product selection, underwriting, and implementation.
Behind-the-Scenes Support Retain Your Clients |
Assisted Retail SalesClient-facing support in preparing, presenting and implementing insurance solutions.
Share the Workload Retain Your Clients |
Referral PartnerHave a trusted partner to refer insurance planning to without threatening your recommendations.
Preserve Your Objectivity Retain Your Clients |
Looking for Education?Need continuing education, a guest speaker, or break-out session? Check out our available presentations.
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