Orphan Clients

Has anything ever changed in your life that affected your financial situation? Yes, that is a rhetorical question. In our business, we take pride in helping our clients select the right financial products that match their current needs and future plans. We ask them the right questions and take time to listen to their answers. We do our research and make a recommendation. We deliver a policy knowing that we’ve secured a part of that family’s financial future.

Then things change. In the game of life, you never know what the next spin of the wheel will bring. What once was relevant no longer is. What once was completely unforeseen is now a reality.

Here’s some more truth…sometimes the agent that put together the original plan is no longer able to help their clients. An agent’s business changes just as a client’s life does.

At Financial Brokerage, we want to make sure everyone has access to the advice they need. That’s why we’re asking for your help. We need experienced agents to help us by meeting with orphan clients that we believe might need some advice. This might be as simple as helping them understand what their options are with a life insurance policy now that their level term period has ended or what to do with an annuity coming out of a guaranteed period.