Strategic Partners

It is our pleasure to work with many prominent business and financial leaders throughout California. They include money managers, financial planners, CPAs, and attorneys with diverse legal specialties.

Our partners have found our Personal Insurance Analysis to be a valuable risk management tool for their affluent clients.

Two ways to use our service.

• Provide it as a value-added benefit to current clients.
• Offer it as an attraction tool to your most wanted prospects.

Benefits of the Risk Management experience to YOU:

1. Traditional risk management—focusing on the physical and legal threats to financial health is an important ingredient to a well-balanced financial plan.
2. Recommending a proven professional to review property and liability insurance needs protects your errors and omission liability.
3. As a trusted advisor, an uninsured property or liability loss could permanently damage client/advisor rapport.
4. An uninsured property loss or lawsuit will strain liquid assets requiring investments be sold. Large uninsured losses are often unrecoverable.
5. It provides another element to your service offerings— demonstrating your desire to help your client in all aspects of their financial life.
6. The insurance analysis process can identify previously overlooked opportunities for you to offer additional services.
7. The strategic relationship will enhance your professional image.
8. It’s one more way to set you apart from your competition.
   

Benefits of the Risk Management experience to your client:

1. Creative solutions provided for family safety concerns.
2. Creative and valuable solutions provided to safeguard and protect assets.
3. The education and awareness are priceless,
4. The process is simple, easy and convenient.
5. Your value as a trusted advisor takes an enormous leap forward.

Call us NOW at 888-CSTOKER (888-278-6537) or email us at info@stokersolutions.com to schedule an appointment for a presentation of the Personal Risk Management process and its benefits to your practice.