What We Do
Insurance plays an important role in most families’ financial plans. It also plays an important and more specialized role in estate conservation, business continuity arrangements, executive recruitment and retention and employee benefit plans.
Private clients and businesses retain Gateway Financial to help them strategically access the insurance marketplace on the most favorable basis and make wise, well-educated insurance purchase decisions involving five sequential determinations:
- Whether insurance is needed;
- The appropriate amount;
- The most suitable policies;
- From whom to purchase the coverage; and
- How best to structure the coverage to accomplish the goal.
After the insurance is acquired, our clients know they can rely on us to proactively monitor and service their insurance contracts as well as their plans that are funded with insurance.