How We Get Paid
Clients do not pay us directly. The companies we work with pay us. We get paid through a combination of commissions and annual trailer fees on the products we sell. We negotiate the specific amounts with each client, within parameters set by the industry. We operate transparently—you know up front what you are paying and when.
We also offer fee-based accounts for those who prefer it. This means that clients will have the option of paying directly for our services.
In either scenario, we work with you to establish the most efficient plan and ensure you are clear on all fees.