For more than 50 years, Belman Klein Associates, guided by the precepts of integrity and accountability, has worked with financial advisors and insurance professionals to design unbiased life, disability, and long term care insurance solutions for individuals, families, and businesses. Belman Klein has a deep understanding of the property and casualty business gleaned through years of active participation in industry associations.
We understand the value of client retention. Our goal is to complement your risk mitigation efforts by providing comprehensive, design and product neutral planning solutions for individual, family, and business life, disability, and long term care planning needs. Belman Klein broadens the scope of your client relationships by facilitating a holistic planning process.
Providing unbiased design and insurance product solutions, we assist in protecting assets, lifestyle, and financial security. A collaborative approach allows you to focus on your core objectives while our efforts assure client peace of mind.
We understand the value of client retention. Our goal is to complement your risk mitigation efforts by providing comprehensive, design and product neutral planning solutions for individual, family, and business life, disability, and long term care planning needs. Belman Klein broadens the scope of your client relationships by facilitating a holistic planning process.
Providing unbiased design and insurance product solutions, we assist in protecting assets, lifestyle, and financial security. A collaborative approach allows you to focus on your core objectives while our efforts assure client peace of mind.
Services
As an insurance consulting firm, Belman Klein Associates helps industry professionals and wealth advisors protect the aspirations, lifestyles, and assets of the families and businesses they represent.
Advisors leverage our vast expertise to become more comfortable and candid when speaking to their clients about insurance matters.
Our team measures its success by your success.
We consider ourselves an extension of your team, and never make a recommendation without communicating with you.
By accessing the expertise and services of Belman Klein, you are positioned to provide your clients with answers to their most complicated insurance questions and planning needs.
Advisors leverage our vast expertise to become more comfortable and candid when speaking to their clients about insurance matters.
Our team measures its success by your success.
We consider ourselves an extension of your team, and never make a recommendation without communicating with you.
By accessing the expertise and services of Belman Klein, you are positioned to provide your clients with answers to their most complicated insurance questions and planning needs.
Belman Klein facilitates the insurance product selection process and assures recommendations that will best align with your clients' needs.
Our extensive portfolio of insurance carriers and our cumulative expertise allows you to provide a more informed and expedited level of service to your clients.
Belman Klein can help you navigate the intricacies of life insurance.
Whether the need is for family protection, legacy creation and preservation, or business continuity, our product portfolio is comprehensive and efficiently priced.
Our extensive portfolio of insurance carriers and our cumulative expertise allows you to provide a more informed and expedited level of service to your clients.
Belman Klein can help you navigate the intricacies of life insurance.
Whether the need is for family protection, legacy creation and preservation, or business continuity, our product portfolio is comprehensive and efficiently priced.
Belman Klein serves as an independent consultant to independent P&C firms that are seeking to deepen and broaden their client relationships.
Our services, including point of sale assistance, are designed to complement your offerings with comprehensive design and product neutral planning solutions for individual, family and business life, disability, and long term care planning needs.
We have spent many years studying the property and casualty business in order to better refine our offerings consistent with you business practices.
Our services, including point of sale assistance, are designed to complement your offerings with comprehensive design and product neutral planning solutions for individual, family and business life, disability, and long term care planning needs.
We have spent many years studying the property and casualty business in order to better refine our offerings consistent with you business practices.
On a daily basis, market risk impacts the planning you do for your clients.
It is something you prepare them for and design their portfolios to minimize.
There are; however, other risks including premature or untimely death, disability, long term care expense, and wealth taxes that also threaten their plans.
At Belman Klein Associates, we specialize in designing guardrails for financial plans, walling off insurable hazards and providing invaluable protection against those risks.
Our "design and discovery" process helps to identify client needs and the best techniques and product fits for your client.
It is something you prepare them for and design their portfolios to minimize.
There are; however, other risks including premature or untimely death, disability, long term care expense, and wealth taxes that also threaten their plans.
At Belman Klein Associates, we specialize in designing guardrails for financial plans, walling off insurable hazards and providing invaluable protection against those risks.
Our "design and discovery" process helps to identify client needs and the best techniques and product fits for your client.
Belman Klein Associates serves as a comprehensive resource for life insurance professionals seeking unique or competitive solutions for complex design, underwriting, or product scenarios.
Expert underwriting skills focused on solutions for clients with extraordinary financial or health issues.
For over 50 years, Belman Klein Associates has been a resource for the professional life insurance advisor.
Over those years, we have transitioned from primarily an underwriting and price focused business model to a full service insurance consulting business.
Expert underwriting skills focused on solutions for clients with extraordinary financial or health issues.
For over 50 years, Belman Klein Associates has been a resource for the professional life insurance advisor.
Over those years, we have transitioned from primarily an underwriting and price focused business model to a full service insurance consulting business.
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