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Independent Life Brokerage - company profile

Our core values serve as the foundation for our business. They are  significant  components of our identity and are the soul of our company. They reflect  what is truly important to us as we continue to grow our relationships, develop our brand, and execute our strategies.

Humble Confidence: We are confident in our abilities, in our character, and in knowing we can make a difference in the lives of those who choose to work with us. We are humble because we understand the importance of lifelong learning and realize that our high level of service and expertise need to be replicated in every interaction. This philosophy is not something we tout audaciously; it’s simply a part of who we are and how we do business.

Collaboration and Partnership: We believe that mutual understanding, cooperation, and alignment all lead to successful outcomes. Working together yields better results than working individually. Partnership begins through the understanding of one another’s goals, and is cultivated by listening to and respecting different points of view. It is an unwavering commitment to working together and developing meaningful relationships in the process.

A Proactive Results Oriented Culture: This value is based on overall awareness. We believe in being focused, in taking initiative, and empowering one another. Our activities are focused on accurate and timely execution. This means having a clear understanding of one another’s goals and working relentlessly towards achieving them. We are always prepared and ready to deliver.

Open, Honest, and Candid Communication: The only way to develop strong relationships is by regularly, consistently, and openly communicating with one another. !is means actively discussing opportunities, challenges, and frustrations respectfully; without reservation. It also means ensuring all parties fully understand each other’s objectives and expectations. Patience, persistency, and diplomacy are key elements that support this value.

Patience, Persistency, and Diplomacy: Obstacles will arise en-route to any goal. There are times when you need to tackle these obstacles head on and other times when you must figure out what lay ahead before proceeding. The key is in knowing when to be patient or when to be aggressive, when to be persistent or when to pull back. We approach all our interactions strategically with tact, respect, and poise.

Challenging the Status Quo: We must constantly adapt to effectively compete and deliver on our commitments. This means looking for ways to do things better, even if it means questioning something that may already be working. By challenging the established standards, we keep from becoming complacent.

Embrace Change: We view every change as an opportunity to better our practices. Our ability to welcome change and adapt accordingly encourages us to be innovative, pushes us to evolve, and allows us to always be one step ahead of our competitors.

Personal Responsibility and Accountability: It is about doing what you say you are going to do, when you say you are going to do it, to the best of your ability. Mistakes are inevitable; how you handle those mistakes is what’s important. We take ownership for all of our actions and decisions, and understand the impact that they make.

Commitment to Growth, Learning, and Development: We are committed to personal and professional growth and believe it is essential to the expansion of one’s abilities and confidence. Each one of us possesses unlimited potential, and the way to uncover it is to constantly challenge oneself through continual learning. We understand that in order to succeed and to stay on top, we must continue to learn and share the knowledge we acquire.

Laughter and Having Fun: It is our belief that laughter is the key to happiness and that a pleasant environment, forged through enjoyment and positivity, encourages motivation and inspiration. While we take our work very seriously, we also believe in having fun and making others smile. Life is too short and often at times, the work day is far too long to not enjoy the relationships we have with one another.

Products & Markets

Annuities
Annuities
Critical Illness
Critical Illness
DI
DI
Life Insurance
Life Insurance
Life Settlements
Life Settlements
LTCI
LTCI
Gen X Market
Gen X Market
Millenials/Gen Y Market
Millenials/Gen Y Market
Senior Market
Senior Market
Under 65
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