Life insurer Security Mutual Life Insurance Co. of New York has selected BizEquity to provide a private labeled version of BizEquity's Advisor Office business valuation service.
The agreement will enable some of the insurer’s advisors to access BizEquity's database-driven business valuation service, which is intended to enable Security Mutual advisors to better gauge the risk profile of clients and better assess how life insurance may fit in the client's broader financial plan, BizEquity said, and offer advisors new opportunities to begin conversations with potential clients.
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