Feb 18, 2022
What kind of unique insurance policy services are available for advisors in today’s market? Your clients face unique factors in life, meaning they need customizable and innovative insurance. On today’s episode, we are joined by a group from Exceptional Risk Advisors, Sean McNiff and Ryan Moore. We’ll be discussing exactly what they do at Exceptional Risk Advisors, their relationship with Lloyd’s, and how they are educating advisors on customizable insurance solutions.
Their clients are typically high-end insurance practitioners. Functioning like an insurance carrier allows them to educate and consult with planners. Insurance is becoming more innovative as the world becomes more complex. Join us today as we discuss the background on Lloyd’s, how they partner with advisors, and some of the interesting cases they’ve encountered throughout the years.
2:49 – About Exceptional Risk Advisors
5:19 – Offering innovative insurance
7:08 – What does the process look like?
9:17 – Some unique cases they’ve faced
12:20 – How do they help advisors directly?
14:14 – Disability coverage and protections
17:08 – NBA sneaker deals
18:45 – Million-dollar income clients
20:54 – Where can they help out?
21:54 – Sean and Ryan’s responsibilities
22:52 – How should advisors engage?
24:58 – Signing up for newsletter
26:54 – Solving problems together
More About Our Guest: