Financial professionals strive to serve a broad array of needs for their clients. Life insurance, medicare supplement insurance, and annuities play a key role in creating financial security and flexibility for families, businesses, and life in retirement. Yet, designing effective solutions requires specialized knowledge that is acquired through extensive study and years of experience.
Managing Principal Ed Cassidy and his management team believed that a well-run consulting organization working in close alignment with an institution could bridge this gap. In 2010, Saybrus Partners was launched to help expand the scope of advisors’ and agents’ businesses and forge deeper relationships with clients.
Today, our partner firms include a distinguished list of financial institutions, insurance retailers, broker/dealers and the industry's top carriers. Our 100+ locally-based experts and internal staff of insurance professionals provide assisted sales consultation and traditional wholesaling support. Additionally, we deliver comprehensive case management services through our in-house new business processing operation. We also assist insurance companies in designing and bringing to market compelling new product offerings.
The Saybrus Partners team at a recent event.
- Basic insurance protection
- Income replacement and debt completion
- Legacy building and wealth transfer
- Accumulation and supplemental savings
- Retirement income planning
- Tax efficiency
- Estate preservation and equalization
- Business owner needs