Life Insurance and Estate Planning Business Solutions for YOUR clients Australia wide.
The Life Shield brand is synonymous with professionalism, efficiency, convenience and cost effectiveness. Our businesses work in their areas of expertise to ensure that our clients receive the best advice from professionals with years of experience in their field. We take Personal Insurances and Estate Planning seriously.
Life Shield is a specialist Personal Insurance advisory business, assisting clients from across Australia to ensure that they have the right insurances in place.
Life Shield Lawyers’ expertise is in Estate Planning solutions for personal and business needs – Australia legal Wills, Partnership Agreements and Business Succession Planning.
Life Shield Business Solutions is a way that your business and your clients can benefit from our experience.
Life Shield Business Solutions provides 2 key Services:
An Alliance Partnership to financial planning businesses and accountants that want to provide insurance or estate planning advice to their clients with a degree of control but do not want the hassle of a full in-house service but wish to earn revenue.
Benefits that our Alliance Partners receive:
Branding
The option of providing this service with their own branding;
Revenue
Choice of commission arrangements - upfront only or a combination of upfront and ongoing;
Training
In-House Training to maximise opportunities within their existing client base;
Communication
A varying degree of communication throughout the process of advice, application and underwriting depending on their requirements;
Comfort
The comfort of understanding their clients have the correct cover in place and for the right price;
Legal Service for Business Succession Planning and Estate Planning;
No Cross Marketing
Confidence in the understanding that we specialise in Personal Insurances and Estate Planning therefore will never cross market to clients.
A Consultancy Service for businesses that want to start their own insurance service and require assistance with Setup and Integration of this service into their current practice.
Services that we offer are specific to your business and your goals and include:
Initial Analysis
Cost and action analysis of what is required to integrate quality personal insurance advice into their business;
Implementation Schedule
Design of an implementation schedule that suits your timeframe goal and to minimise cost;
Process
Assistance with systems and processes, compliance issues, templates, software and tracking tools;
Training
Assistance with training and education of staff;
Interim Support Solutions
Interim Support Solutions whilst your business is in its infancy;
Ongoing Support Solutions
Ongoing support solutions including a professional at hand to assist with your technical queries and client cases.
