Metropolitan Advisory Group, LLC (“MAG”) is based in New York, New York and also has an office in Boston, Massachusetts. Metropolitan Advisory Group, LLC announced that it has acquired key personnel from the Innovation Advisory Group, Inc., a specialty consulting entity with focus on the premium financing and life settlement markets.
Innovation Advisory Group unique premium financing approach rooted in insurance education has been a valuable asset for its clients that now MAG will continue to service. The extensive global relationships they have developed will serve as a strong foundation for MAG to build upon.
Financial terms of the transaction were not disclosed. MAG is a leader in the insurance advisory industry. Working directly with insurance brokers, financial advisors, estate planners, lawyers and the insured; we advise healthy affluent individuals on how to take full advantage of the various new opportunities that exist in today’s complex and exciting insurance marketplace.
MAG’s primary goal is to design custom tailored advice addressing each individual client’s specific needs. Using MAG’s cutting edge financial product offerings and expertise in estate and investment planning, we offer valuable solutions to help our clients preserve their wealth for generations to come. Our team of experts educates our clients about the wide range of insurance products available to assist them in securing additional life insurance. “Discover what the clients need and then sell them the solution.”
This quote from the Senior Market Advisor, November 2008 issue, supports our company’s ideology. MAG has developed strategic partnerships and relationships with some of the most prestigious financial institutions, programs and insurance companies in the world to best meet our client’s needs.
Leveraging our strategic partnerships in underwriting, premium financing, private placement life insurance, as well as other insurance opportunities; we walk our clients step-by-step through all of their options. We conduct ourselves with the highest standards of integrity, trust and confidentiality. We are confident that our “best practice” service approach as a trusted advisor is the reason so many of our new clients comes to us from existing client referrals.
For more information, please contact us info@metropolitanag.com. 212-332-7594
------------------------------------------------------------------------------------------------
© 2008 InsuranceHeadlines.com. All rights reserved.