JRSelect Insurance – James Relyea – Email: jimr@jrselectinsurance.com – Tel: 914-715-8459
JRSelect,Inc.
Insurance
A CUSTOM INSURANCE RESOURCE
FOR CLIENTS
& ADVISORS
​
​
​
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.
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
