Why refer your group insurance business to Impact Financial?
Impact Financial Services takes care of everything for you and your client including:
client meetings
plan designs
marketing the plan
annual negotiations with insurers
all service that is required throughout the year
all presentations
By referring your group insurance business to Impact Financial your time is freed up to develop your personal book of business such as Life, C.I, D.I and investments
We are specialized in group insurance plans and always refer personal business back to our referring brokers
Whether your client has an existing group insurance plan and is considering transferring the business, or they’re looking to implement a new plan, Impact Financial Services takes care of the whole process for you
Expand your offerings to your existing clientele and demonstrate the value of working with your network
Give us a call at 514-582-2292 or send us an email to setup a meeting to discuss this opportunity to work together.