ADVISORSERVE

Our efforts involve the use of exceptional outside resources as well as our own local talent. We have a robust policy management and policy review system in place to ensure you and your clients are up to date on policy status. Where appropriate and with proper authorization, we can collect existing medical records and provide you with likely insurance pricing and mortality studies. Development of these studies is rarely within the capabilities of accountants and attorneys, but we believe it is absolutely critical to the planning process and decisions concerning existing or prospective life insurance coverage... AdvisorServe can assist your firm in countless other ways. If you have an insurance question, we are here to help... At AdvisorServe, we work with you to offer solutions that fit your plans, so you can objectively meet your clients' goals.

Also known as: Advisor Serve Georgia

Primary location: Woodstock United States