Welcome to
TailorMade Insurance Solutions
Leveraging our experience as Advisors, Insurance Agents, Business Owners and Equity Partners, TailorMade Insurance Solutions represents an exclusive and dedicated resource for Concurrent Investment Advisors.
Our goals are simple. First, provide our partners with the services, systems and tools to deepen client relationships and grow their business. Second, understanding what it is like to sit in your chair, our team will work with you as a planning partner to manage the complexities of a changing marketplace to enhance your client’s experience when it comes to providing risk management solutions.
Together, we go further, faster.
Things to know . . .
You can expect the same attention to detail exhibited from TailorMade’s point of sale process focused on the financial elite clientele.
The carriers have been intentionally filtered based on several factors to benefit clients and advisors. Financial stability (Ratings), competitive pricing, convertibility and service all have been considered and will be reviewed on an ongoing basis.
As the marketplace evolves and client needs demand we will continue to update our strategic partners, carriers and fintech.
