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sales@lifebridgeins.com Securities and advisory services offered through Registered Representatives of Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC.
We are a team of seasoned insurance planners who partner with advisors to provide protection planning solutions for their clients. We support advisors with services ranging from basic product design to comprehensive wealth transfer and business planning.
We help you take a closer look at your clients’ overall financial picture and work with you to develop a plan that covers all the bases.
A well-served client with a comprehensive financial plan drives referrals, increases client retention, and boosts practice revenue.