Achieving Success by

Working Together

YOU are the client to AdvisorServe. We seek to strengthen the role you play in your clients’ financial planning

Learn More Today About

How We Help

Contact us today to find out how we can help support your practice

Where Would You Like the Most Help?

Advanced Planning or Simple Insurance Quotes

Our full resources are at your disposal

A great First Step:

An Insurance Policy Audit

Clients need to look under the hood just to see if their policies are performing as planned

Some Help is Available 24/7:

Quote Engine

A wide range of carrier quotes at your fingertips

Access and Insights from

Most Major Carriers

Protect yourself from that career agent who seems to have the same solution most of the time

FINALLY...

An objective and unbiased resource for you to rely upon when it comes to supporting your client's insurance needs.

About Us

We provide high level insurance information and resources to enable advisors to serve their clients in the best way possible.

Our Philosophy

You, the advisor, are our client. With our resources and expertise at your disposal we are essentially providing your firm its own Insurance Department without the need to build your own staff. This allows you to continue doing what you do best with your client, and at the same time enhance your value and offerings by being their insurance resource.

Our Process

We use our industry connections, underwriting resources, pricing data, and creative design ideas to support your practice. We provide policy reviews, illustrations, applications, case management, and anything else you need to effectively serve your clients as their insurance resource.

Run Your Own Term Quick Quote

Request an Insurance Quote

Life Insurance LTC Insurance Disability Insurance

Our Services

Serving your clients well includes how you guide them in their insurance needs and choices.

Policy Audits

A good audit helps protect you and your clients from owning policies that are mispriced, out of synch with their intended purpose, underfunded, or even no longer needed.

Life Insurance Pricing and Design

When your client needs to acquire new coverage, you want to make sure that your client is buying coverage that is the right type, with the optimal structure, and at a competitive price.

Underwriting Assessment and Advocacy

In many situations, pricing can be significantly impacted by the way a carrier treats a specific medical profile. We can help you discover a client’s insurability and help find those companies which will treat that client’s situation most favorably.

Premium Financing

For wealthy clients, premium financing can make tremendous sense. We can help model the transaction, find a lender, and coordinate the coverage.

Accumulation Strategies

Both corporations and individuals can take advantage of the tax features of life insurance to help accumulate funds on a potentially favorable basis. When the tax savings are greater than the insurance costs, this can become a winning strategy.

Quick Quotes

Some advisors would prefer to simply find out what life insurance should cost for a healthy client. Our quote service is quick and simple.

Home

Our Team

Learn more about our amazing team of professionals.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. AdvisorServe is a subsidiary of Strategic Stewardship which is a member of PartnersFinancial. Kestra IS and Kestra AS are not affiliated with AdvisorServe, Strategic Stewardship, or PartnersFinancial. Kestra IS and Kestra AS do not provide tax or legal advice. This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 512-697-6000. Any web site links referenced on this site are being provided strictly as a courtesy. Neither Kestra IS, Kestra AS, AdvisorServe, or Strategic Stewardship are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.

© 2018 AdvisorServe. All rights reserved.