Begin with the End in Mind

As part of an ongoing series, we are sharing Jesse Martyn’s recent whitepaper called Begin with the End in Mind. It is a technical paper that aims to have a look at a selection of products offered in the Canadian life insurance marketplace.

In the end, what is required even before choosing an insurance carrier and starting underwriting is to determine what outcome we are aiming for. Then we should perform a market survey to determine that the carrier and product recommended is the best fit and value.

This cross-carrier technical analysis is a point of pride at Evolution Strategies.

At Evolution Strategies, we look to go deep into what is important and why with our clients. This paper looks at the strengths and weaknesses of a selection of products. We do this kind of homework to make sure that we stay on top of developments in the marketplace. That way when our clients demonstrate a problem for which insurance could be a solution, we are able to a review of the usual options. We then edit down the range of possible products down to two or three that we could recommend. We take the time to make sure that our clients understand the pros and cons of each option.

Do you have a need for this kind of solution-driven instead of product-driven service? If so, reach out to book a meeting!

This article also appeared at EthicalPlan.