Proxy Strategic Partners
How it Works & How We Do It
Protecting both your assets and those you love is at the cornerstone of almost every sound financial journey. The market for protection products is vast and can be confusing. Proxy understands this and has built a platform that seamlessly provides access to hundreds of companies and products in all states and across the world, Protecting what is most important should be a clear and confident choice, Proxy is here to help.
Our specialists are ready to provide an analysis of both the market as a whole and its individual components (competitors, consumers, product, etc.), using practical methods and starting from your research goals.
- Life Insurance Proxy’s Insurance General Agency has built an incredibly usable and fully integrated sales and service platform. On the sales side we have partnered with over 14 product companies to provide multiple solutions for every client need. To serve our client and our business, the platform has created a best-in-class technology suite to ensure clean and scalable operational processes.
- Annuities Proxy can generate guaranteed income in your retirement. There is no other product in the Financial System that can make that claim. The use of this very specific product has tradeoffs though. Proxy has over 15 years of experience assisting clients in creating the right amounts of income protection to remove risks from your financial picture.
- Disability Insurance Proxy can provide access to a multitude of disability insurances, tailored to the active professional, whether you are a medical professional, in the service business or even have a high-risk activity, Proxy can find the right Insurer to protect your income.
Partner Agency:
Imagine Wealth Partners centers its services around creating custom strategies, tailored for the unique needs of each of our clients. Whether personal or in business, the peace-of-mind of our clients is our greatest priority – both now and in the future.
Strategies Commonly Implemented by The Proxy Team