How Do I Refer A Client To Maartin?Bring Maartin In Alongside You.
Retirement income, life insurance, long-term care and Medicare for your clients, coordinated with the work you already do. The client relationship stays yours.
Where Maartin Fits
Your Lane Stays Yours.
Maartin handles the insurance side of a client’s plan and coordinates with the professionals they already trust.
What Maartin Brings
- Retirement income plans built with annuities
- Life insurance for protection and legacy
- Long-term care planning
- Medicare choices for clients turning 65
- Insurance planning for business owners
What Stays With You
- The CPA: the return and all tax advice
- The Attorney: wills, trusts and legal documents
- The Advisor: investment management
- You: the client relationship
Fit Signals
When An Introduction Makes Sense
One of these is usually enough to start a conversation.
- Retirement Within Five YearsSavings are in place and the question becomes a monthly paycheck.
- A 65th Birthday Coming UpMedicare choices come with real deadlines and lasting costs.
- Mostly Pre-Tax SavingsA large 401(k) or IRA and no plan for drawing it down.
- Heirs And Estate CostsLife insurance can put cash in the right hands at the right time.
- A Parent Or Spouse Who May Need CareLong-term care is far easier to plan before it is needed.
- A Business Owner Thinking About The ExitProtecting the business today and funding the day they step away.
The Process
How Maartin Works With Your Client.
Four steps, each with the client’s other advisors in view.
- 01
The Introduction
You send the basics. Maartin reaches out to your client and mentions you by name.
- 02
The Conversation
A first meeting about goals, family and timing. You are welcome to join.
- 03
The Written Plan
Recommendations in writing, shared with you when the client agrees.
- 04
The Sign-Off
Nothing is placed without the client’s sign-off and coordination with their CPA and attorney.
Refer A Client
Make The Introduction.
- 01
Send the basics. It takes about two minutes.
- 02
Maartin contacts your client and mentions you.
- 03
Your client decides whether to go further.
- 04
Nothing is implemented without their CPA and attorney in view.
Leave out income, account values and tax details. Maartin gathers what he needs directly from your client.
Introduction Received
Thank You.
- 01
Maartin calls you first if anything needs clarifying, then reaches out to your client and mentions your name.
- 02
Nothing is placed without your client’s sign-off, and their other advisors stay in the loop.
- 03
You remain their professional. The relationship stays yours.
One More Step
Send It By Email.
The online form could not deliver your introduction just now. Everything you typed is ready in an email to Maartin. Press the button, then send.
Email This IntroductionOr write to maartin@mjrinsurance.com directly.
Questions
Questions From Professionals
Will Maartin step into my role?
Maartin stays in his lane: insurance, annuities and Medicare. Tax advice stays with the CPA, legal work with the attorney and investment management with the advisor.
Will I know how the introduction went?
Maartin lets you know when he has connected with your client. Anything beyond that is shared with the client’s permission.
Can I join the meetings?
You are welcome at any meeting your client invites you to. Many professionals join the first conversation.
What if Maartin is not the right fit?
He tells your client plainly and, where it helps, points them back to you.