Grow the value of every Client relationship. Create Real Impact.
Partner with Shalom Insurance Advisors to offer your clients retirement and financial planning services while creating a new opportunity for your business.
What we do
Shalom Advisors helps individuals and families make important financial decisions around retirement, income, investments, and long-term protection.
Our team works with clients on retirement income planning, annuities, IRA and 401(k) rollovers, investment management, life insurance, long-term care planning, Social Security strategies, and legacy planning. Every client is different, so our approach is built around their goals, current financial situation, and what they are trying to accomplish.
How the Partnership Works
The partnership can be as simple or as involved as you want it to be.
You may simply identify a client who could benefit from additional financial guidance, make an introduction, and allow our team to handle the rest. Or, if you prefer, you can stay involved throughout the conversation and client experience.
We can handle the initial fact-finding, financial review, case design, recommendations, applications, paperwork, carrier or investment-company coordination, follow-up, and ongoing client service. We work with you upfront to define your role so there is clarity throughout the process.
Why Partner With Us
Many professionals build strong, long-term relationships with their clients but may not personally provide every financial service those clients eventually need.
Our partnership gives you a resource to turn to when those opportunities arise without requiring you to build an entirely new division, hire additional staff, or become an expert in every area of retirement and financial planning.
You remain focused on the business and relationships you have already built, while our team provides the additional expertise, infrastructure, and follow-through needed to serve the client properly.
Every partnership is customized based on how you want to work with us, how involved you want to be, and the types of opportunities you encounter.
Let’s Explore a Fit
If you work with people who may eventually need help with retirement, investments, rollovers, income planning, insurance, or other financial decisions, there may be an opportunity for us to work together.
Some partners simply make introductions. Others remain involved throughout the process. There is no single structure that works for everyone, which is why we build each relationship individually.
The goal is simple: give your clients access to an experienced financial planning team, expand the value you can provide, and create a partnership that makes sense for both sides.
Take a few minutes, book a time, and we’ll walk through how this actually works.
Shalom Advisors
We help individuals and families create reliable retirement income, protect what they’ve built, and move into the future with confidence. Our approach is simple, transparent, and always focused on your best interest.
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