Testimonials

Dan Eibner

President
National Brokerage Agencies

When National Brokerage Agencies (NBA) needed an independent competitive analysis source for our members, Three Points Insurance Design’s name came up repeatedly. One phone call and instantly I knew they were highly qualified. I quickly put them on a retainer and made Three Points Insurance Design available to our eighty member agencies across the country. Immediately Three Points Insurance Design had an impact with several of our members who called and told me how great it is to have his expertise with case preparation, case design, product comparisons and support. Save your time searching; there is no one like Three Points Insurance Design in todays market that is truly independent.

John D. Dovich CLU®, ChFC®

Regional President
Senior Managing Director

MAI Capital Management LLC

Three Points Insurance Design has been a terrific resource to me and to our organization. They ask the right questions on the front end to complete initial insurance designs. As I review the designs they respond well to questions and idiosyncrasies within products and their applications. If you care about your clients and implementing sound insurance strategies, I recommend Three Points Insurance Design without reservation.

Greg McCormick

National Sales Director

InSource, Inc.

InSource has worked with Three Points Insurance Design for a little over a year. It has been wonderful to add their expertise and excitement about comprehensive risk management solutions to our team and deliverables with our trusted financial professional partners across the country. Having Three Points Insurance Design on our team allows us to scale our operations and makes our entire team much more efficient in helping us grow our distribution and our business. You are hard pressed to find this level of high-quality professional experience in the insurance space anymore. We could not recommend a better person than the Three Points team to help additional organizations grow and reach their goals.

Stephen Peterson

Elevate Financial

Working with the team at Three Points Insurance Design has been a truly refreshing experience. Their extensive knowledge, unwavering dedication, and deep expertise in life insurance and case design have been invaluable to our firm. The cases they have designed for us have consistently resonated with our clients, with none declining to move forward. The seamless blend of their profound understanding and the aesthetic clarity in their presentations makes it effortless for clients to grasp the value of permanent life insurance. Often, clients are eager to proceed after seeing one of their designs. I highly recommend Three Points for anyone seeking excellence in life insurance solutions. If you care about your clients and implementing sound insurance strategies, I recommend Three Points without reservation.

Matthew F.

Large National Insurance Brokerage and Consulting Firm

I am happy to share my experience working with Three Points Insurance Design as our life insurance case design partner. From start to finish, they have demonstrated exceptional expertise and professionalism. They take the time to understand our firm’s unique needs, approach, and how we can work together on matters to enhance the experience for our advisors and clients.

Their attention to detail, clear communication, and commitment to finding the best solutions in the market are nothing short of impressive.

We make the improbable, probable.