Large Case Support
Navigating large and complex insurance cases requires expertise and precision. Our specialized Large Case Team, led by Michael Dutra and Weston Fader, is dedicated to supporting advisors in bringing these significant opportunities to fruition. We ensure your complex cases are presented and executed with the utmost care and professionalism.
Strategic Business Coaching
With years of experience across various roles in the financial services industry, our CEO, Corey Ferrier, offers unparalleled strategic business coaching. Whether you’re making critical decisions like hiring, team expansion, or planning for retirement, Corey provides the guidance you need to build a successful practice.
Business Stability
Advisors face many challenges, including fluctuating insurance production levels. Our unique one-way grid system addresses these concerns by providing a fixed grid that offers stability and peace of mind. As you hit production milestones, your grid increases, but it never decreases during periods of lower production, allowing you to grow your business with confidence.
Collaborative Advisor Focus
In collaboration with Hub Financial, our Managing General Agent (MGA), we provide comprehensive support through administrative assistance, webinars, events, and sales contests. Additionally, Advisor Strategies offers tailored initiatives to address the unique challenges faced by our advisor group, helping you thrive in the marketplace.
