Advanced Planning & Case Design

AgencyONE’s Case Design Department relies upon the expertise of Partner, Gonzalo Garcia, CLU, V.P. of Case Design, Ed Stark, CLU, ChFC, and Partner & General Counsel, Cathy Neifeld, JD. This team approach to insurance design utilizes the most current planning concepts, world class solution intelligence, and illustration creativity. AgencyONE has the expertise to ensure that all of your clients receive personalized, hands-on attention. We work with you from planning to implementation to ongoing service and monitoring.

Our case design services include:

  • Meticulously crafted insurance strategies that help clients preserve and protect their wealth with customized presentation illustrations;
  • Assistance in the vetting and selection of life, disability, long-term care insurance and annuity solutions;
  • Case design and coordination with the insurance and wealth advisor;
  • Coordination with strategic alliance partners (including estate and business planning attorneys, life settlement providers, long-term care providers, disability income resources, captive management firms, qualified plan resources, and others);
  • Comprehensive premium finance support including vendor selection and case management.