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.
"BizEquity's valuation product is quickly becoming the leading way to value privately held businesses,” said James Kerwin, EVP and chief marketing officer of Security Mutual. “Security Mutual's relationship with BizEquity demonstrates our commitment to better serve our business owner clients when it comes to the life insurance elements of their estate and retirement-planning needs."
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