WILKINS INSURANCE GROUP

STRATEGIC LIFE INSURANCE SOLUTIONS

OUR DIFFERENCE

Our firm is family-owned and completely independent: we answer to no one but you.

Since there is no big corporation hovering over us, bias and partiality are absent in our decision making process. Our independence allows us to create objective solutions by taking our clients through a simple four step process.

CLIENT-CENTERED PROCESS

Our process is rooted in listening to what the client wants to achieve, allowing us the ability to provide specific, tailored advice. This is why we have developed an effective four-step process that allows us to move forward in a way that is both organized and efficient.

Discovery

We get to know you and the goals that you have for your family / business.

Review

We send you a letter that summarizes the key points that were discussed during the Discovery meeting.

Strategy

We meet with you and any other necessary advisor team to discuss possible solutions.

Action

We, along with the advisor team, implement the estate, succession and life insurance planning strategies designed to meet the goals discussed throughout the process.

REPRESENTATION

Bo is currently president of the Atlanta chapter of the Society for Financial Service Professionals (FSP). As president, Bo seeks to bring the latest ideas in life insurance insurance/related planning to advisors across Atlanta who are serving families and business owners.

Bo is also a member of the Advanced Association of Life Underwriters (AALU), which represents the interests of life insurance policyholders across the country. Members of the AALU lobby in Washington, D.C. on behalf of the life insurance industry to protect all of the tax and financial benefits our products provide. Within the AALU, Bo also serves in a leadership role as part of the Diversity Committee.

READY TO GET STARTED?

Contact Wilkins Insurance Group today!