Robin Glen: Your Strategic Partner in Insurance & Advanced Planning
At Robin Glen, we are committed to helping you elevate your practice by integrating sophisticated insurance and advanced planning strategies that address your clients’ broad needs.
Your Account Representative:
Celeste Moya, Partner
• Email: uscw@robinglen.com
• Phone: 512-699-8858
When to Contact Us:
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Client Reviews - Engage us to ensure your clients' insurance, estate, and business planning strategies are up to date, aligned with their goals, and optimized for performance.
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General Client Meetings - Integrate our expertise into your client discussions to address complex insurance and planning questions.
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New Client Prospecting & Onboarding - Enhance the value of your new client relationships by integrating our specialized solutions right from the start.
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Considering New Financial Strategies - Consult us whenever you encounter a planning scenario that requires specialized insurance or tax-efficient strategies.
We have drafted some sample questions, available here, that you can ask a client when seeking to determine if life insurance may be a solution in their overall planning.
Sample Email Language:
We have drafted some language that you can use when introducing Robin Glen and our offerings to a Center of Influence or a client:
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Center of Influence
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Client
Case Studies:
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Helping Mom - A successful executive helps her mom make sure she has sufficient financial resources for her retirement and LTC coverage in case of emergency. Plus, a way to efficiently transfer an inheritance.
Strategic Concepts:
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Helping Mom - A successful executive helps her mom make sure she has sufficient financial resources for her retirement and LTC coverage in case of emergency. Plus, a way to efficiently transfer an inheritance.
Questions?
Always feel free to reach out to us directly, versus a 1-800 number, for any help or information. We are here to provide top-notch client service, making your experience smooth and personalized.