View360 Insurance Advisory works with its clients to understand them, their business and their financial situation. To do this we must follow our Company’s Process for client assessment and then provide the appropriate Services required:
- Determine Advisor/client fit with introductory conversations
- If a fit, determine through open conversations with the client what they wish to accomplish at this time. Provide some education on existing planning strategies to help them with this decision.
- Collaborate with appropriate Advisors and team members (Our Wealth Resource Team) to ensure the best solution for the client’s needs.
- Engage the client’s existing Advisory team if needed.
- Present the solution to the client. Discuss the costs/benefits of the strategy as well as the implementation steps.
- Refine strategy based on the client input if required until all parties are comfortable with a positive decision to move forward.
- Assist in the implementation of the plan.
- Once a client of View360 Insurance Advisory, we monitor and review their situation regularly to ensure plans are up to date, always looking to make possible improvements. We are your trusted Advisors available as a resource Monday to Friday. We don’t charge for meetings or phone calls.
- On any major life event, transition or transaction, we are grateful to be a part of your resource team, there to help, share in your excitement and when asked, offer our opinion or advice. Many of our clients begin as our friends and many more become our friends over time.
- On death or illness we deliver large insurance settlement checks to assist the family or business with their Estate and continuation planning.
Once we have identified opportunities to enhance or protect a client’s business and wealth, we then apply non-insured and life insurance-based wealth management and group benefit strategies. Our insurance-based strategies address tax issues while adding certainty and security to our client’s lives. The areas we focus on include:
“It is a real pleasure to work with Lee Brooks at View360 Insurance Advisory. He is always reliable and completes tasks in a timely manner. His integrity and high ethical standards are second to none. Lee is definitely an insurance advisor “on the ball”. Our association is grateful beyond measure for his services and we look forward to working with him in the future.”
– A group insurance client in the Yukon