Grice Financial

We help financial advisors grow, preserve, and protect their clients' wealth in 5 different ways: Case design and sales support: We assist our producers in illustration support as well as designing their cases with all the needed sales support materials and presentation materials. This allows presenting to the client and making recommendations easier. Underwriting support: Processing the business efficiently and getting the most competitive offer from carriers allows our producers to get the right fit for the client and get paid quickly. We use the latest technology to efficiently process your business. Education and business development ideas: We bring the latest sales concepts and ideas and offer our producers opportunities to update their knowledge and bring sound ideas to their clients. Products and carriers: As a member of LifeMark partners we have access to all the top carriers and products. We can shop the market to find the best fit for each client. Point of sale support: When you need help presenting ideas and products to your clients we will be there to support you and we’ll meet with your client’s advisors as well to clarify and answer questions that they might have.