Financial Advisors
Why partner with a P&C Insurance Agency?
As the world of wealth management changes, more clients are looking for a financial advisor with a comprehensive approach. Understanding your clients’ Property and Casualty (P&C) insurance needs provides additional value to your firm, deepens client relationships, and further protect the assets you grow by addressing coverage gaps.
What are successful families looking for?
According to Oliver Wyman’s “The Overlooked Gap in Financial Advice” 85% of successful families state that it is very important to have their financial advisors help them navigate all of their financial matters. Financial Advisors who can proactively identify inadequate P&C coverage and connect their clients with the right P&C partner provide that holistic service and differentiates them from their competition.
All Deals Close Guarantee
When you refer to MetzWood we guarantee that all your deals close! If insurance is ever the reason a deal falls through, we will donate $500 to a charity of your choice.
We make it easy to help your clients get the reliable insurance advice they need. MetzWood has built our business around supporting you and becoming an extension of your team. As a full-service insurance agency, we can help with Home, Auto, Business and Life Insurance (if you do not already provide those services).
As the Top-Rated Insurance Agency in New York, you know that your clients will be taken care of. MetzWood has earned our strong reputation by providing dependable insurance solutions for over 100 years. We make it quick and easy for your clients to review the best options from over 20 insurance companies.
In addition to helping your clients, we have a referral program where MetzWood donates to charity for every referral we receive. At the same time, you are entered to win cash and prizes as well.