An Expert Financial Professional: Our Story from President - Marc Lowell CLU®, ChFC®
When I entered the financial services industry in 1987, I had two specific goals. The first was to acquire the best education possible within the financial review and life insurance industry. Secondly, I wanted to provide all my clients with the most comprehensive insurance and investment programs being offered anywhere.
In 1990, I was asked to help build a Florida based financial services organization which by 1999 had become one of the most recognizable and influential financial firms in the country. This success allowed us to become one of the founding members of a New York based firm which was eventually publicly listed and traded on the NYSE. When I decided to break away from this company in 2002, I carried with me the independent and boutique model which continues to operate successfully today in South Florida as A.I.D Wealth Management.
Our team of financial professionals stands ready to assist clients in finding the best life insurance options and planning for their future. Contact us today for your competitive term life insurance quote.
Making Finding a Financial Professional Simple
From the beginning, I knew that Finding a Financial Professional was a difficult task for many consumers who were confused by not knowing who or what to look for. By 2013, I was also noticing a serious disconnect between the advertising produced by national firms for term life insurance and the expertise that was required in order to complete such transactions correctly. In addition, it was this disconnect that led me to the creation of our sister company Advisors Insurance Direct, LLC. Advisors Insurance Direct operates by answering some very simple but important questions:
- Why would you shop for life insurance with a dozen or so companies when it can be shopped from over 100 companies?
- Why would you buy insurance from a “call-center” insurance agent when you can buy it from an insurance specialist with an advanced education and degree in insurance, for no additional cost?
- Why would you buy life insurance without knowing the implications of how these hundreds of thousands or millions of dollars would impact your family's overall plan both now and in the future?
The answers to these questions are simple as well: YOU SHOULD NOT. This was the basis for the creation of Advisors Insurance Direct, LLC.
Get a Financial Professional That Supports You in Finding the Best Life Insurance Option
As experienced financial professionals, we know that the only way to successfully navigate this industry is through trustworthy advice from an experienced financial professional. We stay current on the newest policy types and insurance provisions that will help to ensure you always make the smartest decisions and get the best deals on your life insurance policies.
Contact Us to Meet Our Financial Professionals
I invite you to explore the Advisors Insurance Direct website in order to find out more about the services that we can offer to you. We are dedicated to giving you access to the best financial professionals in the industry and helping you find the most competitive term life insurance quote.
As financial professionals, we will never pressure you to do anything or use silly sales tactics. We are simply here to answer your questions, provide professional advice and walk you through the process of buying life insurance should you decide to move forward.