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Today, Bridge Partners LLC. announced a new offering that will bridge the gap between high-end insurance planning and high-end investment/financial planning advice. Bridge Partners LLC. was formed from a desire to offer clients a similar approach to their insurance planning as they may already be receiving with their investments strategy or financial planning.Bridge Partners LLC. was founded by investment advisor Mike Maisel and insurance professionals Trent Lucas and Paul Sartori. The service is currently supported by a collaboration of over three hundred highly trained independent insurance advisors across the USA.
Bridge Partners LLCs’ services benefit financial advisors by:
- Advising on newly-priced products that can improve the benefits or cost of existing insurance policies.
- Providing analysis on client-owned policies with issues in design, structure, or ownership.
- Easing estate liquidity and succession planning by providing simple solutions and advice.
“We want to bridge the gap that exists between top-of-the-line investment/financial planning and high-end insurance advice. We feel there are many financial advisors who would admit their need for a life insurance solution that measures up to the same level of expertise they bring to the investment and financial planning marketplace. Clients deserve a carefully considered independent analysis of their life insurance portfolio.”
Mike Maisel, Founder & CEO Bridge Partners
About Bridge Partners LLC.: Bridge Partners LLC. is an insurance advisory service based in Covington, Kentucky. Founded in 2017, Bridge Partners LLC.
Contact Info:
Name: Mike Maisel
Email: Send Email
Organization: Bridge Partners LLC.
Address: 117 E. Fourth Street, Covington, KY 41011
Phone: 866-596-3002
Website: http://bridgepartnersusa.com/
Release ID: 226340
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