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Insurance Market Access

Gain access to disability, long term care and term life insurance solutions for your client in one place. Our senior licensed consultant will work with you to navigate, construct and implement your client’s insurance risk management recommendations.

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Detailed Policy Review

Knowledge is power. Having a detailed understanding of your client’s existing coverage will allow you to provide better consultation and recommendations and possibly save your client money over the long run. Our senior licensed consultant will review existing coverage for potential risk exposures and include the findings within the overall recommendations.

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Guided Client Consultation & Placement

Complete end-to-end services and on-going policy management make insurance truly easy. A senior licensed consultant is available to discuss, present and consult your clients with the insurance you recommend for them. You can guide the consultation with the support of our consultant or you can hand off these responsibilities and receive a summary of new insurance coverage and policy booklets for your records.

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Implementation & Service

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Case Opportunity
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Discovery Phone Call

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Client Decision​
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Recommendations​
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Solutions Development​

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process

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Discovery Phone Call
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Solutions Development​
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Recommendations
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Client Decision​
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Step 5

Implementation and Service

Proposal Request

testimonials

“Mitch Nelson, Chelsea Mucha, and the rest of the Secura Consultants team did a fantastic job of helping my client. From the very start, they prepared the most thorough disability analysis I’ve seen and were able to walk me through the nuances of each disability policy and company. I learned a great deal from this experience, and I walked away with the peace of mind knowing that my client was properly covered. I will definitely be using Secura Consultants again for my disability analysis.”

Benjamin Jacobs, MS, CFP, EA, AIF

Elwood & Goetz Wealth Advisory Group

“When it comes to long term disability and long term care insurance, it took many years before I found someone with the expertise that you will find in Secura Consultants. When working with them, your clients can count on excellent communication and high-quality service. They have a wealth of knowledge and serves as a great resource in the field of risk management.”

James Bryan, CFP, ChFC

Cahill Financial Advisors

“We have worked with Secura Consultants for several years now to bring specialization to our disability and long term care planning within our practice. Their work is thorough and organized in a very easy presentation for our clients to understand. Their approach lines up with our philosophy of being consultative with little sales pressure and we appreciate having them as a resource for our clients.”

Shawn Jacobson, CFP, ChFC, MBA, MSFS

NorthRock Partners

“The team at Secura Consultants has helped me understand the nuances and limitations of group insurance policies. I now have richer conversations with my clients about their gaps in coverage and am able to secure the right supplemental insurance to insulate them from the unforeseen events that could derail their long-term goals. Leveraging Secura Consultants’ knowledge has ultimately made me a more valuable resource to the people I serve.”

Danielle Seurkamp ,MS, MPAS, FBS, CFP

Well Spent Wealth Planning

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