Ward Brokerage Associates, LLC is a full-service, value-added insurance brokerage agency for Life, Disability Income, Annuities and Long Term Care. Our mission is to familiarize ourselves with the philosophy of each agent with whom we work and to provide them with appropriate and competitive financial solutions for their clients. Top level financial solutions are achieved through the combination of selective policy design, acumen in advanced markets and skilled underwriting.
Our Value Proposition
To Ward Brokerage, ‘Value Added’ means making the success of an agent on any given case the personal goal of our agency. What is necessary to deliver on each application differs. A case might involve careful product design and the ability to produce competitive underwriting. Sometimes it is providing information on inforce insurance so that an agent can be prepared. At other times, an advanced sales opinion is required to create a solution for a client’s unique situation.
When we are tasked with helping an agent write a policy, our pledge is to put the agent in the best position to make the sale. We will consider every option and angle, effectively becoming an extension of each of our agents’ sales efforts. Rest assured that Ward Brokerage will do everything possible to help our agents win cases!