ABOUT SERVICES ADVISOR PORTAL CONSULTATIVE APPROACH Services For Insurance Professionals GIVING YOU MORE TIME TO FOCUS ON YOUR BUSINESS The insurance professionals we proudly work with tell us we are expeditious in our response and solutions. We competitively rate your cases from generations of experience and are always transparent. We openly communicate so as not to waste your time and push things over the finish line. The real benefit is giving you more time to focus on your business and the assurance that you have served your clients well. For Registered Investment Advisors and Wealth Advisors ENHANCING YOUR CLIENT EXPERIENCE WITHOUT DIVERTING YOUR CORE FOCUS Our team recognizes the unique distinctions amongst the fee-only and fee-based advisors we are privileged to work with. As such, our relationship with you first starts with a deep understanding of your business and planning philosophies. We learn how you work with clients so we can together determine a service model that aligns with your practice. We can work alongside you in the insurance planning process as consultants or work directly with your client on your behalf, at your discretion, to serve their insurance needs. Our generations of insurance expertise and unbiased structure allow us to become an extension of your planning team. Your client will feel relieved knowing they are protected and that you objectively looked at all possible solutions. We help complete your service model so you can be more comprehensive without being distracted. Solutions & Products Life Insurance Disability Income Insurance Specialty Insurance Annuities Long Term Care Estate Planning Strategies Business Planning Strategies Charitable Gifting Strategies Policy Review To help elevate your insurance services for clients, we conduct a thorough review of your client’s existing insurance policies. We provide an analysis of the health of their policies and determine how the policy is performing relative to the objectives you have set. If the policy’s performance is not a fit with your client’s objectives, we consult with you on how the policy could be brought into alignment with the client’s current and future goals. GET IN TOUCH Phone: (404) 321-1212 Toll Free: (800) 241-3203 Fax: (404) 634-3990 1849 Clairmont Road Decatur, Georgia 30033 Email The Palmer Agency Disclaimer Designed by Apis Productions Get the latest news from The Palmer Agency Sign Up

ABOUT SERVICES ADVISOR PORTAL CONSULTATIVE APPROACH This content is restricted to site members. If you are an existing user, please log in. New users may register below. Existing Users Log In Username or Email Password Remember Me Forgot password? Click here to reset New User Registration Choose a Username* Password* Confirm Password* First Name* Last Name* Advisor Name (if other than above) Address 1 Address 2 City State Zip Day Phone Email* *Required field GET IN TOUCH Phone: (404) 321-1212 Toll Free: (800) 241-3203 Fax: (404) 634-3990 1849 Clairmont Road Decatur, Georgia 30033 Email The Palmer Agency Disclaimer Designed by Apis Productions Get the latest news from The Palmer Agency Sign Up