“STONEGATE PUTS IN THE TIME TO DO THINGS CORRECTLY.”
– Stonegate Brokerage Client
THE STONEGATE EXPERIENCE FOR YOUR CLIENTS
- Convenience: earning your client’s business by accommodating each client’s unique needs and concerns
- Privacy: protecting personal and medical information for people in the spotlight
- Transparency: explaining our unique process to evaluate why our recommendation is the best
- Pricing, Quality, and Professionalism: going beyond “off the shelf” products and recommending only the highest rated insurance carriers
THE STONEGATE EXPERIENCE FOR FINANCIAL ADVISOR PARTNERS
- Easy access to proactive, experienced case managers who handle illustrations, applications, forms, and contracting paperwork
- Private underwriting with pre-submission review, medical records collection and management, as well as real-time status checks
- Our process offers a unique opportunity to significantly enhance the net profit of your practice and reduce the stress created by high-profile cases without taxing your staff or distracting you from your core business
THE STONEGATE EXPERIENCE FOR INSURANCE CARRIERS
- Process Focus: Carriers are driven by efficiency. Stonegate’s business model identifies the best path from application
- Stonegate’s Process respects carrier resources.
- Stonegate’s depth of experience lets us understand each carrier’s Autobind Capacities, Retention Standards, and Jumbo Limits, and the nuances of the reinsurance market help us plan ahead to avoid unwanted surprises and embarrassing gaffes in the underwriting process.
AN UNPARALLELED PROCESS
After years of being frustrated with the process of placing high-end life insurance cases, Stonegate Brokerage founder Rich Gutowski imagined something better. With his unique experience and a team of experts, Stonegate is now the leading provider of private underwriting services to meet the specific needs of the super-affluent market.