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Let's Work Together

An invitation for
Financial
Planners
Insurance
Agents
Benefits Consultants

Your Clients Won't Be Sold Other Stuff

 

You are in control of what products and services are solicited to your clients, and when you work with Rip you can be confident that the scope will be limited due to his practice focus.

Client Privacy is Protected

 

We never discuss sensitive matters by email.  Contact practices are discreet, and your client won't be on any marketing lists. 

Take As Much Off Your Client's Plate As Possible

 

If you would like to stand in for your client in order to make their life as easy as possible, you can do that.  You can get the process started and make decisions with Rip before a final recommendation is made to your client.

Communication

 

Rip will keep you and your team in the loop at every stage.  Personalized communication preferences, such as going through advisors and assistants, and abiding by specific security protocols, are part of the concierge-style service that Rip provides.

Licensed in all 50 states

 

Rip is licensed in all fifty (50) states and the District of Columbia

Review Existing Coverage

 

Identify gaps in plain-English.  Extremely helpful for individual financial planners.

 

To get started, fill out the Intake Form and have the LTD certificate ready to upload.

Due Diligence

 

A Market Search Report establishes the universe of options available in the marketplace, then provides a rationale for dismissing all but a few finalists based on high priority criteria.

Easy Engagement

 

Most people just call to get started because the backstory is important, the occupational risk factors  are complex, and the lifestyle and medical risk factors are highly personal.  Calls can be scheduled online.

For self-service types, the online Intake Form makes it easy for you - or your client - to get a head start on the process without the personal questions.

Testimonials

Rip is a deep thinker about contracts for disability and long term care. He thinks about the terms and provisions—what do they actually mean - and how they impact a person that has the products. He makes the conversation impactful by relating how features can impact claims.

Steve Bean

Principal

TRUEbenefits

A Seattle-based Employee Benefits Consultancy

It is so important to have someone who will competently and professionally represent you and your firm to your clients. It is rare that I can refer someone unreservedly to fulfill this need. But there is a gentleman in the Seattle area who I believe is the most knowledgeable specialist I have ever met in the LTCi industry.

 

I have personally worked with Rip on several substantial cases and know him to be a true professional who impressed me such that I must enthusiastically recommend him to any advisor who desires the best for their clients.

Gene Pastula

President

Westland Financial Services

San Diego, California

An insurance wholesale firm

We were very impressed with Rip’s presentation to our Directors and found him to know his product extremely well, therefore we knew he would be clear to our employees as well.  Once on board with the plan, Rip’s great organizational skills and attention to details enabled us to bring the plan to our employees without a hitch and within a short timeline.  School district folks are ultra-conservative and will back away from pressure to purchase products.  Rip presented the facts to employees in a concise manner and without any pressure to purchase coverage.  We experienced a higher participation than expected and I believe it was part due to Rip’s manner.  I would highly recommend Rip to your company and will be happy to talk further about our continued great service relationship we have with Rip.

K.S.

Benefits Supervisor

Edmonds, Washington

A Few Insurers

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Availability is subject to underwriting and state approval.

Intake Form

Tell us about your client's needs and qualifications.

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