Streamlined Executive Benefits and Precise Life Insurance Planning for High-Net-Worth Clients

We as wholesalers work and collaborate on the life insurance planning front, if there's any weakness in the product or any weakness in the process, CorpStrat's going to hold you accountable to it and make sure that it's done correctly. I like to think of it as a... as a pilot. Before this thing can take off, this whole checklist from A to Z better be airtight before this thing can take off. So again, if I was talking to one of my peers who wanted to work with CorpStrat, you better have all your ducks in a row. My name is Brendan Barkate. I'm the Senior Vice President of Exclusive Insurance Brokerage. CorpStrat I've known for over a decade. They have a lot of clients that have different unique insurance needs. And One thing I love about CorpStrat and Marty especially, he does not take the path of least resistance. We love working with Marty because he tries to do everything within his own ability to make sure everything is absolutely perfect for his clients each and every day. Yeah, I think the biggest challenge in working with your everyday planner, insurance professional, is, I think, just inexperience. A lot of times these insurance- based products that we have aren't the advisor's first language. Marty is fluent in it. And when we can have a high- level conversation about some in- depth ways to help his clients, we can actually plan much more advanced, much more precise for a lot of his higher network-type clients as opposed to most advisors out there that are just learning the basics and fundamentals. We can go to such another level of planning for his specific clients that he needs to help with. Life insurance, executive benefits, all that stuff is, can be such a broad topic. But again, one of the things I love about Marty is, he and I can talk on a super high level. We can get into the nitty gritty, check every box, make sure everything's calibrated perfect for that client from a "he and I" perspective. But when he gets in front of a client - and I've seen this firsthand - he could take something that's so complex and break it down and distill the information so that his clients can understand the benefits that are being laid out to them. Marty's professionalism is unmatched. You reach out to him on a Friday afternoon, he's right back to you. Every single thing that he says he's going to do for a client, he does. Whereas I think most of his peers in the industry can kind of fall asleep at the wheel a little bit. I've just never seen him slow down. There's several folks at CorpStrat that I come across with every single day. And I think from Marty's leadership perspective that trickles down to the firm. Folks that I talk to in the admin role, the support staff, they all kind of share that same professionalism that we need from them for them to be successful, for us to be successful. Everything From the health insurance side of the house to the life insurance side of the house to the executive benefits and planning - top to bottom is just streamlined. And it kind of just has this essence of professionalism in it that we really love to see and we value them as a partner.