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Signature Insurance Services Relationship Building Philosophy


Our goals:

To fully represent and support our clients, with whom it is our objective to have a long, collaborative, and productive partnership. It is the intent of Signature Insurance Services to provide the quality employee benefit products and platforms that are required to fund the employee benefit plans selected by the client. It is our aim to achieve this through direct, focused, and ongoing support in a team-oriented partnership with each client; and to implement it in collaboration with the client’s financial, legal, and tax advisers, and our own consultants and specialists. (The recommendations of representatives of Signature Insurance Services are not intended to replace the need for independent tax, accounting, and legal review. We advise our Clients to seek the counsel of such licensed professionals.)

Evaluation and recommendations:

Signature Insurance Services alliances with leading quality carriers allow for the provision of a wide range of superior plan designs and products, and we utilize only those leading providers who meet both the high financial standards of national rating services, and our own due diligence process. As we closely monitor the group insurance industry, we review the progress and performance of client products. In periodic meetings, we advise our clients of any changes in benefits, legislation, rates, and carrier procedures. As they are provided the opportunity to review their options and make any appropriate change, they can fine-tune or update plans if more appropriate options evolve. The services we provide depend on ongoing client communications, in person, in writing, and/or by phone, to facilitate the up-to-date administration and documentation of all benefits plans. As a consequence, any possible disputes with benefit providers are resolved quickly and efficiently.

Implementation and procedures:


Once the benefit plans are installed, Signature Insurance Services & Our Affiliates sets up policies and procedures with the employer and employees to establish the maintenance of the benefit plans. A significant element of our ongoing commitment is to ensure that employees are educated and understand their plans; effective communication is critical. Although limited by confidentiality laws (HIPAA), we assist with problem claims for all members of the business group. Since we are involved with the employee benefit plans on a daily basis, and are experienced with problem resolution, we advise our clients not contact the benefit providers directly.

At least once per year, Signature Insurance Services requires a meeting with the company owner and/or the human resources director to complete an annual review. No more than two cancellations of the annual meeting can occur before a client receives a letter advising of our serious concerns. If a meeting cannot be facilitated, termination of the relationship should be considered. If our service has not been satisfactory, the client may terminate the relationship at any time, and we will assist with a transition to another entity of the client’s choice.

Our Commitment, your success……..

Our commitment to this partnership inspires confidence, on the part of the employer and employees, in both their plans and our organization. It reassures them of their importance to us, cements the relationship, and keeps us foremost in their minds when they have a need for other services.
All of Signature Insurance Services Inc. clients are referrals from our other satisfied clients, we do not actively solicit in the traditional insurance industry manner. We are a referral only business.


Sherene and Marc

Signature Insurance Services Inc.
2436 West Coast Highway, Suite 201, Newport Beach CA 92663 949-642-9911.
www.signatureis.com
California Insurance License #0D78390

Investments offered through representatives of Lincoln Financial Securities Corporation, Member SIPC to residents ofAZ, CA & MI. Branch Office: 2436 West Coast Highway, Suite 201, Newport Beach CA 92663 949-642-9911. Lincoln Financial Securities Corporation and Signature Insurance Services are not affiliated. Insurance offered through LFS Marketing & Insurance Sales corporation.