Paragon Advisors:
Custom Insurance Packaging

Project Overview

Marc Padilla solves a huge problem for investment advisors and brokers: they want and need to sell insurance to their clients, but the process is so complicated, most can’t figure out how to do it on their own.

Marc fills this gap by providing them with turnkey policies which satisfy two needs:

1. The best coverage fits for their clients.

2. The highest commissions for the advisors.

This deck clearly distinguishes Marc as one of the preeminent experts in the space, able to navigate the minefield of the insurance industry, so advisors can significantly boost their bottom lines.

Project Overview

Marc Padilla solves a huge problem for investment advisors and brokers: they want and need to sell insurance to their clients, but the process is so complicated, most can’t figure out how to do it on their own.

Marc fills this gap by providing them with turnkey policies which satisfy two needs:

1. The best coverage fits for their clients.

2. The highest commissions for the advisors.

This deck clearly distinguishes Marc as one of the preeminent experts in the space, able to navigate the minefield of the insurance industry, so advisors can significantly boost their bottom lines.

Work With Us

See how we can package your deal, market your business or pitch your offering for maximum financial upside. Contact us to learn more.