VIP/JBA INDIVIDUAL ASSURITY PROTECTION REFERRAL

You should refer INDIVIDUAL insurance clients to JBA Wealth Management Group for several compelling reasons:

Comprehensive Financial Planning: JBA Wealth Management Group offers holistic financial planning services. This means they look at the bigger picture of a client's financial life, and insurance is a crucial component of that. By referring clients, you ensure they receive advice that integrates insurance with their investment, retirement, and estate planning needs.

Expertise and Knowledge: JBA Wealth Management Group has demonstrated expertise in wealth management, including insurance products. Their professionals are equipped to understand various insurance options and recommend solutions tailored to individual client circumstances.

Personalized Service: They emphasize personalized, hands-on service, taking the time to educate clients about financial concepts and products. This approach can build trust and ensure clients understand the role and benefits of the insurance coverage they obtain.

Wide Range of Assurity Insurance Products: JBA Wealth Management Group offers various insurance products, including life insurance, disability products, long-term care, and senior products. This allows them to cater to diverse client needs. They are also the TOP producing agency for Assurity in individual products with the BEST underwriting and delivery capabilities. YOU are the best at GROUP. THEY are the best at INDIVIDUAL.

Fiduciary Responsibility: JBA Financial Advisors operates under a fiduciary standard, meaning they are legally and ethically bound to act in their clients' best interests. This is a significant benefit for your referrals, as they can be confident that the advice received is objective and suitable.

Potential for Integrated Solutions: Referring clients to a group that handles both wealth management and individual insurance can lead to more streamlined and efficient financial solutions for them. It reduces the need for clients to coordinate between multiple advisors, potentially saving them time and effort.

Opportunity for Reciprocal Referrals (Potentially): Depending on your relationship with JBA Wealth Management Group, a referral partnership could potentially lead to reciprocal referrals in the future, benefiting your own business.

Simply fill out the form below. Darin and the JBA team will reach out immediately.

Your Name (Agent)

First NameLast Name

Your INDIVIDUAL PRODUCER Assurity Producer Number (if you have or know it):

This makes it easier to give you your split of commissions

Your Email (Agent)

example@example.com

Your Phone Number (Agent)

Area CodePhone Number

Referred INDIVIDUAL Name:

INDIVIDUAL Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Individual's Phone Number

Area CodePhone Number

Individual's Email

example@example.com

Do they currently have any group insurance in place? (That you offered so you aren't competing)

If so, what do they have in place?

Are there any other relevant notes that could help prior to meeting about yourgroup benefits? (They want to compliment you, not compete)

This form will go to Darin Luze, LUTCF at JBA Wealth Management.

He and his
team will take it from here.

Please let your client know that a representative from
JBA will be reaching out to them to schedule an appointment!

Darin Luze

dluze@jbawealth.com

Address: 1136 E Stuart St STE 2-100, Fort Collins, CO 80525

Phone: (970) 223-1922

JBA Wealth Management/ INDIVIDUAL ASSURITY Referral