The tenets under which we operate...
Transparency: you will be as involved as you like in the process. We’re happy to work with your model; whether you like to be a CC on every email or would rather receive summary notes of the plan, you will know what’s going on.
Best Interest: whether designing a plan or analyzing existing coverage, the only thing we take into consideration is your client’s best interest.
Access: in order to serve clients’ best interests, we need access to the whole universe of life insurance products. True North has it.
Simplicity: purchasing life insurance can be a complex and daunting task. Both your – and your clients’ time - is valuable. True North simplifies the process and leverages technology wherever possible.
Superior Service: we act with the same intentionality no matter the task; from beneficiary changes, to ordering in-force illustrations, to helping your clients find new coverage.
