Save Money with A Unique, Comprehensive Planning System
The Focus Strategy Approach
The Focus Strategy Approach is a unique method of designing an overall personal and business insurance portfolio — with amazing clarity — which typically takes the confusion out of the insurance buying process.
Many professionals are confused when it comes to selecting and implementing their personal and business insurance needs. Understanding the complexities of life, health, disability and long-term care insurance, estate planning, loan acquisition and business continuation needs can be quite frustrating.
Following the completion of our Focus Strategy Approach analysis, clients will have a better understanding of their entire insurance program. Clients will also be provided with detailed, easy-to understand spreadsheets, which can be taken directly to their tax, legal and or financial advisers.
After implementation of the Focus Strategy Approach, many clients are able to substantially lower their overall insurance payments by consolidating or totally eliminating unnecessary or outdated policies. Please view our Focus Strategy Flyer linked here: Focus Strategy Approach Flyer.
How It Works
What do we charge for this comprehensive analysis program? Nothing! We are paid a commission by the insurance company on any products that are purchased. After an initial teleconference and completion of our in-depth Health and Lifestyle questionnaire, our experienced staff will assess your data and make the appropriate recommendations.
Our process is designed to keep things as simple, convenient and streamlined as possible for you. No face-to-face visits are required and all of our correspondence is done by one-on-one and 3-party teleconferences with your planner or financial advisor, HIPAA certified e-mail, overnight mail and Webinars.
Following an in-depth teleconference or webinar, we will send you the necessary forms to complete the insurance purchase process. Once signed, clients simply return all documents to our office for submission to the insurance companies.
After implementation of the Focus Strategy Approach, it is not uncommon for clients to quickly realize a substantial savings on their insurance portfolios, while at the same time increasing their overall insurance coverage. Our goal is your satisfaction!
By using this method we are able to deal effectively with any dentist anywhere in the United States, which negates the need for you to travel to our office. Most of our clients really appreciate this feature as it allows them to talk to us from anywhere at anytime that is convenient to them, without having to attend a face-to-face meeting or waste time traveling.
Chris has been an invited speaker for state dental associations and nationally recognized practice mangement companies, as well as being asked to contribute articles for national publications such as, The Profitable Dentist, Sally McKenzie's The Dental Network Newsletter, Dr. Hugh Doherty's Doctor's Financial Network Newsletter, Dental Economics, and The Richard's Report Newsletter.
Chris's firm's expertise is routinely used by the nation's leading fee-based financial planning firms for medical professionals and national dental practice management firms.