Development of investment portfolio for insurance brokers
Interested to know more? Get in touch with us to discuss further.
Service intended for insurance brokers only.
I4G Partners offers its services and knowledge to fellow insurance brokers in building and maintaining an investment portfolio.
A cooperation agreement is signed whereby I4G Partners manages your investment insurance portfolio, while you remain the owner of the portfolio.
Development of your investment portfolio includes the following:
- Client Conversations
- Analysis
- Profiling
- Anti-Money Laundering & Compliance
- Arbitration & follow-up
- Newsletters
- Events