I mentor, speak and publish about how I have revolutionized bringing customized life and health insurance solutions to affluent, international individuals, families and businesses who have complex planning needs.
My client-centric focus is a result of first listening to understand in order to form personal connections and to build lasting relationships.
Even while being on the leading edge of this industry, my approach has always been firmly planted in the old-school tradition of providing exceptional client service. My client-centric approach to sales differs from the traditional industry mentality. Instead of pushing product, I seek to understand the individual client and their family, including their culture, and to provoke thoughtful action, leading them to acknowledge that they are their estate’s greatest asset.
Actuaries might measure success by pointing to my average policy face amount placement of $30 million, my enviable client retention rate or my strict adherence to compliance and superior operating standards. The only measure which truly matters is my reputation and how I can leverage it to share my experiences, values and traditions with future generations.
I do this by mentoring colleagues in the life and health insurance industry, by publishing to teach others and to share my experience and by speaking to groups of all sizes intrigued by this market.