As part of a series of actions to strengthen its market position and strategy,
“Establishing Saybrus is an important first step in executing our growth strategy, which includes leveraging our existing capabilities in innovative ways,” says James Wehr, president and CEO of Phoenix. “Through Saybrus, we can leverage our exceptional life insurance expertise, our solutions-based approach, and our proven ability to support financial advisors.”
The new distribution company has an agreement with financial services firm
“Saybrus is well-positioned to provide companies like Edward Jones with a comprehensive and effective sales organization that has both wholesaling and ‘assisted sales’ expertise,” says Edward Cassidy, managing principal of Saybrus. “We are delighted to partner with one of the most widely and highly respected financial services firms in the industry to give them one-on-one support to help their financial advisors solve their clients’ insurance needs.”