|• The purpose of the insurance
• The length of time the protection is needed
• The future life insurance needs
• Current cash flow consideration
The Power of Membership
Crescent Wealth Management’s Strategic Advantage
As a member of Partners Financial, Crescent Wealth Management is able to address the full spectrum of your insurance needs with the focused, individual attention of an independent firm. At the same time, we have relationships with multiple insurance companies with diverse strengths, and we share in the intellectual experience and technological capabilities of a leading insurance distribution firm in the United States. Through this membership, we can offer you:
Stringent carrier selection
Partners' overall strategy is to provide multiple company relationships. After carefully evaluating the top insurance companies in the world, Partners' distinguished consultants and staff choose a select group of carriers based on key criteria that include quality, market position, underwriting orientation and financial strength.
Each of these carriers maintains a dedicated resource unit to our business, which ensures that we can provide you with a high level of service. When the need for specialized solutions arises, Partners' relationship with companies beyond its core carriers helps to ensure that we can tailor solutions to meet your individual insurance needs.
Leading-edge technology tools
Using Partners' advanced decision analysis tools, Crescent Wealth Management can offer you a clear understanding of the conceptual goals underlying different types of policies. With Partners' specialized reporting system, you can link all your product decisions into an integrated reporting format that provides you with effective financial management data.
Collective strength and capabilities
Working with Crescent Wealth Management, you have access to state-of-the-art solutions and market-leading experience. As your needs, technology and regulations change, you can continue to count on us.