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JRSelect,Inc.

Insurance

A CUSTOM INSURANCE RESOURCE
FOR CLIENTS
& ADVISORS
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IF YOU HAVE QUESTIONS ABOUT LIFE INSURANCE OR

LONG-TERM CARE INSURANCE, I'M HERE TO HELP.

Significant changes in life and long-term care policies over the past 10 years have made finding a “best fit” solution

for your insurance needs a potentially complex task. I offer independent, objective guidance in these areas.

I’m happy to speak with you informally to assess your situation and help you determine next steps.

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Please click on boxes below for further information

YOUR INSURANCE RESOURCE

JAMES F. RELYEA CFP, CIC, CLTC

  • 45 Years as a Life and Long-Term Care Insurance Specialist – first-hand experience with hundreds of client situations

 

  • Former owner/partner, head of risk management for two highly successful wealth management/planning firms

 

  • Expert in analysis & design of life and long-term care policies, in-depth knowledge of product features, industry trends

 

  • Independent Insurance Consultant – available for 3rd party review of policy design, performance, in-force status

 

  • Close coordination with, and support of, Advisors – value-added expertise to enhance client relationships

 

  • Assist ILIT trustees in meeting fiduciary requirements, management & cost control of in-force policies

 

  • Work with advisors to achieve client estate objectives, problem-solving, response to changes in family situations

 

  • Provide customized consulting services on either commission or fee basis

 

  • Available for exploratory meetings at no charge to assess client needs and determine best course of action

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