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International Insurance Solutions for the Institutional Marketplace

We have partnered with financial institutions to serve the insurance needs of their international customers

During the planning phase, we work directly with financial advisors and private banking managers to structure an insurance plan that addresses the client’s financial goals and objectives.

Institutional Market Quote Request: oslife@lifefoundationsllc.com

 

Products / Carrier Line up & Service: We apply a multiple carrier and multi-product approach to designing a solution that will fit their insurance needs.
We Offer:
Advanced Sales Support: Through our carrier relationships we have access to the finest advanced sales advisors in the industry.
Regional and Local Policy Service: Our staff will handle all service needs, we typically have preferred access for service issues with our carriers.
Whether your company has a significant presence overseas, or is expanding its global operations, we can work with you to help meet the insurance needs of your employees worldwide.
We provide access to these products and services:
For additional details or to schedule a consultative review Click here
 

 
News and Information
Capabilities
Multi– Carrier Illustrations
Advance marketing concepts
Complete medical and financial underwriting support
Point of Sale Support: conference calls and personal meetings with clients
What you need, to request a Life Ins
What you need, to request a Life Insurance Quote:
Clients Name (if available)
Date of Birth or age
Does the client smoke?
Country or state of residence
Current health condition
Amount of coverage desired
Type of coverage (permanent, term years, etc.)
Also include any additional comments (1035 Exchange, Dump In, etc.).
What you need to ask your client, to request a Quick Quote:
Family History (have parents or siblings suffered from any serious condition or have they past away, if so indicate illness or cause of death)
Is the client taking any prescription medications, if so please indicate the name of the drug, reason for taking it and amount of dosage?
Has the client been treated of any recent medical conditions or has the client ever suffered from any type of serious condition, (for example; cancer, diabetes, etc.)
Our Values
You rely on us to help design a comprehensive plan that will serve as the basis for a strong financial future. We take that responsibility seriously. Trust is a valuable commodity and it serves as a pillar in making any relationship work, to that end we adhere to the laws and regulations that govern our business.
We strive to act with integrity across all areas of our business and demonstrate a high level of ethical standards in all our practices.
A Practical Approach
Seasoned professionals work closely with the best products in the industry to achieve the highest value for our clients. At the center of our planning is a realistic, needs-based approach to your financial strategy. We work closely with you to understand your unique situation and develop a plan to achieve your financial goals.
Pillars
Ethics: Every representative is licensed in the state they offer our products in. Secondly, we adhere to state continuing education guidelines which helps us to keep up with the latest industry standards on ethics, solicitation guidelines, and overall state governance.
Integrity: As insurance professionals we have a duty to be honest not only within the insurance industry, but with the public we serve. We put the clients insurance and financial needs ahead of the need for a sale.
Purpose: Our goal Is a simple one, and that is to help Individuals, Families and Business owners take the next step toward a more secure financial future.
Values: We will treat everyone with respect, honesty and integrity. That is at the core of who we are.
   
Financial Storm leaves many wondering – How can I protect what is left?

The Facts: 

Stocks, Bonds and Mutual funds have always been regarded as a means to building a retirement plan for your golden years. Today, the recent financial turmoil has left these same financial instruments shaken, and at the very least severely depleted.

We believe that a solution can be an Annuity (Fixed or Fixed Indexed). We have designed a select lineup of providers to choose from.

Learn More
We provide access to these products and services:

We offer plans offering your international operations valuable coverage tailored to the local needs and risk profile.

Multi carrier solutions approach, that allows us to offer a variety of insurance solutions help spread risk and control costs.

Learn More
 Designed by NOR Enterprises, Inc.
Phone: 678-570-0129
Email: ilife@lifefoundationsllc.com
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