AgencyONE is excited to welcome Christine Travis, ChFC, CLTC as our new Vice President of Sales! In this role, she will be instrumental in cultivating relationships with our top advisors while also engaging with and developing?prospective partners. By understanding their needs and providing strategies and innovative tools, Christine will ensure that both advisors and their clients receive the support they need to achieve their goals. With her extensive experience and deep industry insight, we are confident that she will play a pivotal role in driving AgencyONE's success and growth. Please join us in extending a warm welcome to Christine! Welcome to the team, Christine! ?? Brokers' Service Marketing Group (BSMG) #lifeinsurancematters #AgencyOneIsGrowing
AgencyONE Insurance Marketing Group LLC
保险业
Rockville，MD 811 位关注者
A BGA providing life insurance, annuities, medical underwriting, & full back-office support to Advisors & their clients.
关于我们
AgencyONE is a premier full-service life insurance Brokerage General Agency (BGA) providing advanced planning, informed product solutions and recognized underwriting expertise to insurance, financial, and wealth advisors nationwide. Long-standing relationships with our insurance carrier partners along with our nationally recognized in-house underwriting enable us to deliver the most consistently competitive underwriting solutions and financial strategies to our advisors and their clients. AgencyONE’s partners, Gonzalo Garcia, CLU; Dennis Bartos, PA; and Cathy Neifeld, JD, have almost 100 years of collective life insurance experience with meaningful relationships at the most senior levels of the insurance and reinsurance communities. AgencyONE has access to over 30 leading insurance companies and has in-depth understanding of product design and pricing. We work directly with advisors and integrate superior underwriting, insurance solutions, and innovative planning strategies to consistently deliver the successful placement of significant life insurance policies. Advanced Planning/ Case Design: AgencyONE provides exceptional advanced planning support to insurance, financial, and wealth advisors and their clients. As a supplement to our expertise, AgencyONE has strategic relationships with nationally recognized law firms, accounting firms, marketing organizations and ancillary product providers to meet all your clients’ needs. We know what it takes to get a case placed – we work with you, your clients, and their advisors from idea to implementation. Underwriting: AgencyONE provides underwriting expertise for some of the country’s most advanced planning concepts and marketing strategies. AgencyONE is unique in the general agency environment; we approach every case from an underwriter’s perspective. Not only do we offer the best carriers and products to fit your clients’ needs, but we also consistently deliver the most competitive underwriting offers.
- 网站
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https://www.agencyone.net
AgencyONE Insurance Marketing Group LLC的外部链接
- 所属行业
- 保险业
- 规模
- 11-50 人
- 总部
- Rockville，MD
- 类型
- 私人持股
- 创立
- 2009
- 领域
- Life Insurance、Wealth Advisors、High-Net Worth Clients、Financial Security、Medical Underwriting、Advanced Planning和Underwriting Consultation
地点
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主要
获取路线
11200 Rockville Pike
Suite 500
US，MD，Rockville，20852
AgencyONE Insurance Marketing Group LLC员工
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Dennis Bartos, PA
Partner, Chief Medical Underwriter at AgencyONE Insurance Marketing Group, LLC
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Gonzalo M. Garcia, CLU
Managing Partner, AgencyONE. Helping financial advisors reduce their client’s mortality, morbidity, longevity and tax risk associated with the…
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Edward Stark, CLU?, ChFC?, RICP?
Vice President, Case Design
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Brigitte Flannery
VP, New Business & Underwriting Operations
动态
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This past weekend, the AgencyONE team traveled to DC for a fun employee appreciation and team-building event! We enjoyed dinner at the International Spy Museum, participated in an exciting scavenger hunt ?? at the Smithsonian Institution National Museum of American History (with silly photo prompts for more points!), enjoyed unique eats & tastings ??, and most importantly, spent time with each other. ??#employeeevent #teambuilding
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+8
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Today is our very own Melissa Soto's 5th work anniversary! Her contributions and dedication are immensely appreciated. Congratulations on another year of great work, Melissa! #workanniversary ??
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Our latest ONE Idea from Gonzalo M. Garcia, CLU revolves around an article from Moneywise writer Maurie Backman about younger generations inheriting funds from older generations, and poses the question "what if you want to skip a generation?" Read the ONE Idea below or on our website for Gonzalo's insights on generation-skipping trusts. #lifeinsurancematters #trusts #inheritance
Managing Partner, AgencyONE. Helping financial advisors reduce their client’s mortality, morbidity, longevity and tax risk associated with the transfer of business and legacy assets
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The new 2025 HSA (Health Savings Account) Contribution Limits have increased, and it’s important to talk with your clients about how their HSA can be a valuable retirement vehicle. ?? Share the article below with your HSA-eligible clients and discuss the strategic use of their tax-free account to further help them secure their post-retirement future. #hsa #retirementplanning #lifeinsurancematters https://lnkd.in/e8UKcRXd
The New 2025 HSA Contribution Limits Explained
social-www.forbes.com
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Have you heard the news? ?? AgencyONE's Annuity Services are now BETTER THAN EVER! AgencyONE's partnership with Brokers' Service Marketing Group (BSMG),?resulting from our acquisition by SPG - Specialty Program Group,?has enabled us to?dramatically improve?the Annuity Services we offer our AgencyONE 100 advisors. Join us for our January 16th webinar with Sal Sigleski to learn: ? What's currently happening in the annuity marketplace; ? Why you should be discussing annuities with your clients; ?What you should be telling them, and ?How Sal and his team will help you streamline & grow your annuity business. You DON'T want to miss this exciting webinar: be sure to register here: https://lnkd.in/e5fYK8Kr #lifeinsurancematters #annuities
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Yesterday was our own Aaisyah Sharieff's 5-Year Work Anniversary!! We greatly appreciate her dedication and contributions throughout her years here at AgencyONE. Thank you and congratulations on your work anniversary, Aaisyah! #workanniversary ??
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