What we do
We partner with successful Financial and Legal Advisors to help identify, evaluate, and implement appropriate client wealth preservation and accumulation strategies utilizing insurance. We follow industry accepted practices to assure clients receive consistent, effective, and valuable solutions to a fiduciary standard. In the process, we communicate and provide feedback to the client’s lead Advisors, so everyone is on the same page working toward common objectives.
Who we serve
Enhancing financial professional practices in the midwest and beyond
What our partners say about us
The thing that I love and why we use ISSUE 30 years later… we find you guys to be experts in every area of insurance. We’re all financial planners but when we have an insurance question we come to you guys. We love that we have that expert we can lean on. The other thing I like is when we come across odd situations ISSUE is not afraid to say “hey, that we are not an expert in but we know who is.” That willingness to go out and pull in the resources to make us collectively experts for the end client is just huge. It’s not just what you do—it’s how you do it.”
Within the 5 years that I have been associated with ISSUE… you’re my one-stop-shop… so many carriers I can write with… the ease of doing business, the ease of the quoting process. If I need a little bit of expertise, I will contact ISSUE Insurance… Servicing and knowledge goes hand in hand and it allows our agency to be that much more productive.
CONGRATULATIONS to you and all of your staff and all of those who have preceded you. Being in business for 50 years is quite an amazing accomplishment, and particularly in our business you can’t get there with taking great care of your clients and customers. And that is something that you do exceptionally well today and have continued the tradition set by those that were there some 50 years ago. Except for where compliance issues intervened, I cannot even imagine using any organization other than Issue. Although I have not been around in this business for quite 50 years I do believe this is year 45 for me (I couldn’t get another job) . What’s amazing to me is that I think I have been working with Issue for perhaps 40 of your 50 years… I thank you for all of your problem solving, service, research, advice and friendship for all of these years. With your attitudes of service and taking care of people, the stage is set for another 50 years!
Stock market performance just had its worst six months in 50 years, leaving investors wondering about the future of their hard-earned dollars. These markets trigger investors to “flight to safety,” finding more comfort in cash savings, CDs, and annuities. For investors preparing for retirement, advisors may want to consider helping their clients focus on annuities, […]
In previous generations, it was common for a hard working citizen to secure a job at a stable company, be employed by the same organization for decades, and then retire one day with the proverbial gold watch and a nice pension to supplement monthly Social Security checks. Those days are over but for a small percentage […]
Long-term care awareness — now a key focus of several states Today officially ends LTC Awareness Month, but not long-term care awareness — particularly as states are considering LTC legislation to help address this growing need and expense. Specifically, many states are now looking for ways to reduce long-term care spending from their Medicaid budgets […]
One of the greatest fears your clients have is the possibility of outliving their retirement money. People rely on social security, annuities, 401(k), IRA and similar plans to help mitigate this risk. We know that social security funds are dwindling with the baby boomers reaching retirement age, so saving is the proactive planning option. But […]