Strategic Broker Partnerships

Steven H. Kobrin, LUTCF, owns and operates a national life insurance brokerage. He is a life insurance specialist, and expert in helping clients that are higher-risk or need special handling.

He is affiliated with a premier general agent and master general agency to distribute top-of-the-line financial produces and services. Through them, he forms strategic partnerships with insurance brokers, financial advisors, and financial institutions to expand client services, increase sales, and generate referral income.

These strategic partnerships include:

Strategic partnership for life insurance cases that are higher-risk / need special handling

Producers who sell life insurance for preferred and standard risks, can now generate revenue from substandard cases.

Strategic partnership for concierge services

Producers who can place both preferred and substandard cases can now outsource application administration at no additional cost.

Strategic partnership for professional advisory firms

Accounting, planning, and wealth management firms can establish a virtual complete financial services department without increasing overhead.

Strategic partnership for institutional sales

Insurance agencies, advisory firms, and financial institutions can make a wide variety of financial products available to their clients, and receive an override on every sale.

Strategic partnership for independent brokers

Brokers who sell life insurance, health, disability, long-term care, property and casualty, group benefits, and investments can earn commissions on the sale of other products without doing the selling.

Strategic partnership for referral fees

Licensed brokers and advisers – independent and captive, for both life and health insurance – can be compensated for referrals to other brokers and institutions.