SUCCESS STORIES
Our Clients Trust Us for Our Track Record of Results
From reducing burdensome premiums to providing clarity in decision-making, our success stories highlight the transformative impact of our tailored approach. Each case exemplifies our commitment to understanding our clients' unique needs and crafting customized strategies that deliver real results.
Meaningfully reduced premiums
A client came to us concerned that their insurance premiums were too high. We analyzed the client's financial situation, family situation, and economic objectives. We tailored a plan that provided the necessary coverage while reducing their premiums by a meaningful amount.
Proprietary software gives better answers
A client came to us seeking confirmation that the advice that another financial advisor proposed was correct. We used our proprietary software to determine the relative performance of the proposed policy versus competing policies on a year-by-year basis over 50 years across more than 10 variables. We identified the preferred policy that was different from the original recommendation.
Tailored solution for custom circumstances
An ultra high net worth family approached us requesting a new solution for their specific needs, which included the need to manage their own funds, non-traditional insurance solution, future coverage flexibility, risk tolerance/sharing, etc. With our actuarial expertise, experience helping high net worth families, and our business acumen, we developed a solution that checked all the boxes and they became a new client.
Proprietary software provides unbiased solutions to complex decisions in real-time
We were asked to demonstrate our software tools to a group of seasoned advisors. The responses included “I have never seen anything like it,” and “Where can I get my hands on it!” Differentiated Solution’s clients get expertise and resources not available to others.
