Saybrus Partners

Financial Advisors: Your role matters! Clients benefit from your guidance when it comes to choosing the right life insurance coverage for their specific needs. This Life Awareness Month, be sure to ask your clients, “Tell me about your life insurance.”

72% of Americans overestimate the cost of a $250,000 basic Term life policy for a healthy 30-year-old — many by three times (or more) than the true cost of an annual premium. If you've ever thought life insurance is too pricey, take another look! Securing basic protection for your family may cost less than buying your weekly coffee*. Meet with your financial professional to learn more.

Our Distribution team during recent Home Office meetings in the board room of the Boat Building, the world's first two-sided office building in Hartford. From left to right – Jake Quagliaroli, Brendan Russell, CLU ®, Mary Hanratty, Troy Briggs and Mark Fitzgerald.

Our teams are out in full force offering essential planning ideas to help financial professionals grow their practice. Whether it's the need for long-term care, the estate tax sunset, or business owner solutions, we've been out in person (and virtually) discussing the value of life insurance. Recently, Shelby Heitzman and Amanda Smith were on hand for an important and comprehensive session on the Policy Review process.   #lifeinsurance #training #protectionsolutions

It’s time to spotlight our talented team again! This month we are excited to congratulate Jenny Lynch, Case Manager and Leah Cruz, Internal Sales Consultant, recent winners of our Beyond Awards.   Jenny works with specific key advisors. Over the past month, she has stepped up and assisted another channel where we’ve seen increased volumes. Jenny is cross-trained within multiple channels and has provided invaluable support. She has balanced both her traditional daily workload in addition to handling other cases. Jenny has exhibited her versatility and shown incredible teamwork to ensure cases were kept within service time standards.   Leah was instrumental in resolving a complex life insurance case for an important office. From the outset, she effectively communicated with the office, setting clear expectations, and managed interactions with carriers. Leah's calm and confident demeanor was invaluable when unexpected challenges arose, allowing her to quickly adapt to addressing the office's concerns. Her expertise and composure were crucial in managing the branch's expectations.   Thank you, Jenny and Leah for all that you do!

Saybrus was thrilled to be a part of AmeriLife’s inaugural Women’s Leadership Conference. We learned a great deal from panels with industry leaders, had the opportunity to network with successful women in the financial services space and attended sessions that offered real-world tools and strategies to fuel our growth. It was an empowering and transformative event! Marie Einsiedel, Taylor Arenson, CLU®, and Moira Lowe   #saybruspartners #AmeriLife #TogetherAsOne #womeninleadership

Focused at LPL Focus! Our team of RSDs are in sunny San Diego at LPL Focus 2024. Visit us at booth #2045!

Are you an experienced Life Sales Consultant looking for your next opportunity? Check out this great position on a growing distribution team! https://lnkd.in/ebx6RuPb

Saybrus Partners' Wealth Management Consultant Jake Quagliaroli presented with purpose at last month's Advisors Elite Mastermind conference in Tucson, Arizona. He received a standing ovation for his overview of our distribution capabilities in the fixed-indexed annuity space!

In July, one of our life channels delivered a series of impactful virtual training sessions focused on enhancing protection planning skills for Financial Advisors and their Client Support Teams. We covered essential topics ranging from an introduction to life insurance (featuring Lindsey Kinney) to discussing blended approaches (with Stefan Sieradzan) and the benefits of the life insurance in retirement (LIRP) strategy (presented by Jason Translateur). These comprehensive sessions were designed to elevate branch teams’ expertise and to help better serve clients' needs. Our training team (emceed by Amanda Smith) is always creating training opportunities to stay ahead in the dynamic world of financial services.