When Sol was preparing for retirement, he wanted to find a way to protect his book of business.

Lets compare. Pleasant professional real estate agent drawing and meeting with nice elderly couple in the kitchen

The Problem

Sol was worried that because he was not incorporated, the insurance companies would stop paying his commissions once he passed away. He wanted to be able to continue to support his family, even after his death.

The Solution

Planning ahead

Because of our agreement with Sol, when he suddenly passed away his family continued to receive commissions for many years, just as he planned for.

After his death, we helped the owner of one of Sol’s group clients purchase a life & disability insurance policy. Because the terms of Sols’ agreement provided for sharing commissions on sales made to existing clients even after the broker passed away, the family was able to receive a portion of that commission, fulfilling Sol's wish to support his family after death.