Client testimonials may not be representative of the experience of other clients and do not guarantee future performance or success. Clients were not paid for their participation. None of the testimonial content relates in any way to the provision of investment advisory services.
Belief-Based Passion
Gateway Financial is a national independent insurance advisory firm, established in 1982. Simply put, we help ultra-high-net worth individuals, families, successful businesses, and their advisors understand and properly and efficiently acquire, review, and maintain their life insurance policies.
We are passionate about what we do because we believe that life insurance plays a significant role in preserving wealth and safeguarding the welfare of those we love most…our children and our families. For closely-held businesses, it can mean the difference between business continuity and business closure, or even bankruptcy.
We are passionate about how we work since that, too, is based on our deep-seated beliefs.
- We believe our clients come first and that they deserve the highest levels of honesty and ethical standards. So…we serve as our clients’ advocate when buying their life insurance and while servicing and managing it for their lifetime. Our approach is consultative, client-focused and process-oriented. Our recommendations are based on objective, quantitative and qualitative studies of carriers and suitable products in the marketplace that meet our clients’ current and future objectives.
- We believe our clients are best served by a team of advisors, specialists in their fields who help them make all the right decisions for all the right reasons. So…we collaborate with our clients’ financial and professional advisors, and they partner with us to help ensure that things are done right on an ongoing basis. Our work process, tracking systems, communication practices, Policy Documentation Packages, Insurance Audits and Policy Benchmark Reports are client-focused, but advisor-driven.
- We believe that clients and their advisors have many insurance firms to choose from… and most of them are the same. But our clients are different, a cut above, so we believe that we too must be a cut above. So… we structured our firm and our offerings accordingly.