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Our Process

As a collaborator with key professional advisors, Global Insurance Solutions Group’s role continues well beyond the initial planning process.

We offer our advisors and their clients the highest level of concierge service to facilitate the acquisition of insurance products. The Global Insurance Solutions underwriting team has more than 40 years of experience navigating the underwriting maze on behalf of sophisticated clients. Product availability bridges both domestic and offshore providers with capacity up to $200M USD. Our alliances within the insurance industry position us to provide a comprehensive array of products and medical and financial underwriting solutions through a wide variety of insurance carriers.

Expertise At Your Fingertips

We work with you in the method and manner that fits your practice and your clients. We are an independent, value-added partner with depth of knowledge, long term carrier relationships, and expertise assisting advisors and their high net worth clients. Global Insurance Solutions has the capabilities to provide innovative plan designs to optimize insurance choices and best meet goals.

Our Process

The dynamic nature of a global economy and regulatory environment demands that all aspects of a plan be regularly monitored. This is no less true for the insurance component. Our role is to constantly identify economic trends and legal and regulatory changes to evaluate the potential impact on current strategies and, where necessary, recommend changes in consultation with the client and their advisors.

We are especially sensitive to the fiduciary responsibility that attaches to client advisors and trustees. Responding to those needs, Global Insurance Solutions maintains a rigorous platform for ongoing policy management evaluating performance as both an asset and an integral part of the client’s long-term plan. The financial stability and service standards of product providers is monitored and matched for compliance with institutional requirements.

Our expertise for foreign national clients is further augmented by a bilingual staff, deep understanding and continual monitoring of country of origin tax and regulatory issues, and rigid adherence to solicitation guidelines in both the U.S. and in the client’s country of residence.

Our Process

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities offered through The Leaders Group, Inc. Member FINRA/SIPC  26 W. Dry Creek Circle, Suite 575, Littleton, CO 80120, 303-797-9080. Global Insurance Solutions Group is not affiliated with The Leaders Group, Inc.


Global Insurance Solutions Group
Toll-Free: 800-426-6848
Fax: 888-831-5954

2 Bala Plaza, Suite 525
Bala Cynwyd, PA 19004

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