Today, Bridge Partners LLC. announced a new offering that will bridge the gap between high-end insurance planning and high-end investment/financial planning advice. Bridge Partners LLC. was formed from a desire to offer clients a similar approach to their insurance planning as they may already be receiving with their investments strategy or financial planning. —
Bridge Partners LLC. was founded by investment advisor Mike Maisel and insurance professionals Trent Lucas and Paul Sartori. The service is currently supported by a collaboration of over three hundred highly trained independent insurance advisors across the USA.
Bridge Partners LLCs’ services benefit financial advisors by:
- Advising on newly-priced products that can improve the benefits or cost of existing insurance policies.
- Providing analysis on client-owned policies with issues in design, structure, or ownership.
- Easing estate liquidity and succession planning by providing simple solutions and advice.
“We want to bridge the gap that exists between top-of-the-line investment/financial planning and high-end insurance advice. We feel there are many financial advisors who would admit their need for a life insurance solution that measures up to the same level of expertise they bring to the investment and financial planning marketplace. Clients deserve a carefully considered independent analysis of their life insurance portfolio.”
Mike Maisel, Founder & CEO Bridge Partners
About Bridge Partners LLC.: Bridge Partners LLC. is an insurance advisory service based in Covington, Kentucky. Founded in 2017, Bridge Partners LLC.
Name: Mike Maisel
Email: Send Email
Organization: Bridge Partners LLC.
Address: 117 E. Fourth Street, Covington, KY 41011
Release ID: 226340