Created by Financial Advisers for Financial Advisers
Unlike most Brokerage General Agencies or Independent Marketing Organizations that grew up serving the needs of life insurance agents, Westland was created by a CFP who views life insurance in the context of a financial advisor that must consider all of the client’s needs and be prepared to utilize the variety of financial instruments to best address each clients’ individual needs. We know that most advisors expertise lies in their understanding of the financial markets principals of portfolio management; and that their insurance proficiency relates primarily to the fundamentals.
So when you work with Westland Associates, we know that it is helpful for us to be more proactive in assisting you when you ask for a proposal. We know that, just like the professional in the office next to you, we should ask questions to make sure you are requesting the proper item. We get involved in creating the best recommendation for your client based on the end results that need to be achieved; always keeping in mind that you never want to be challenged with questions of carrier quality or product competitiveness.
Unlike typical BGA’s whose primary focus is the life insurance agent, we are extremely cognizant of the compliance and suitability issues that are important to our SEC Registered Reps and Independent Financial Advisors. We know the last thing you need is controversy over the quality or veracity of your insurance advice. Our President Gene Pastula, CFP has been involved in the movement since 1974 and our CEO, Tim Morton sits on the FINRA Small Firm Advisory Board and is fully involved in the compliance issues facing advisors. And our Annuity, Life Insurance, Long-term care and Linked-Benefit specialists all approach their involvement in each case as if it were their own.
From initial request for assistance to case design, to presentation strategies, to case management, delivery and compensation; and then to assistance with servicing that business years from now, Westland’s 40 years of experience and dedication to the principals of Financial Planning set it apart from the crowd.