We have the technology to make your practice more efficient saving you time and money while keeping you ahead of the competition.
Dedicated staff that know the pressure advisors have to get cases issued and placed with a positive customer experience.
Well thought out and flawless execution result in the most favorable risk assessments from our partner carriers.
Over 100 years of combined experience in the industry. (JD, CLU, CFP, CLTC)
Blackstone Alliance provides Financial Advisors, Accountants, Attorneys, Insurance Brokers, and Trust Officers expertise in risk management paralleling the professionalism which these valued advisors provide for their clients in the development and execution of comprehensive financial strategies. Our objective is to become an extension of the professional's practice so they can provide clients with a complete wealth management solution while remaining focused on their core professional competencies.
Our team of advanced underwriters with decades of experience acting as client advocates and providing expertise in the art of presenting an underwriting file in the most favorable light in order to obtain the "best of class" life insurance portfolio. By "pre-underwriting" the case, we have an extremely high degree of accuracy as to "what the market will say" if and when a client chooses to apply for coverage. By aligning our Insurance Medical Specialists on the "client's side of the table", we are able to make the strongest case for the best market pricing possible, and all this work is done before the market even knows the name of the client seeking coverage.
We guarantee effective and knowledgeable representation for you and your business. Our reputation and history of success with our partners and their business needs speaks for itself.
The complex, important, and often high profile cases we work on are treated with professionalism and strong execution. We want to earn your business by getting things done.
Whether your business is looking to get started or it's in need of some back office support, you can rest assured that we’re going to help you. We’re committed to providing you with top notch sales support and knowledge. We approach every partner with a focus on integrity, advocacy, and understanding.
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