Make an introduction that respects the relationship.
For CPAs, attorneys, property and casualty professionals, business advisers and other qualified referral sources.
The insurance question often arrives during another conversation.
Recognize the trigger without having to choose an insurance product on the client’s behalf.
An ownership agreement needs funding
Discuss the insurance dimensions of buy-sell obligations.
A client’s business has concentrated risk
Explore how to identify key-person and executive benefit exposures.
An owner has uncovered life exposure
Make a defined introduction for personal or business-owned life insurance.
Retirement income needs a careful comparison
Learn the insurance contract questions without blurring advisory roles.
A referral is not a transfer of responsibility.
The client should understand why an introduction is relevant, who will evaluate the insurance and how the existing professional relationship will be respected. We emphasize consent, confidentiality and coordination with appropriately licensed parties.
Attorneys own the legal analysis, CPAs the tax questions, and registered advisers any regulated securities recommendations. Insurance activity is handled by the relevant authorized insurance professionals.
A clear, respectful process.
No invented referral promises, commission grids or assumed affiliations.
Identify the client’s question.
Describe the risk or decision in business terms. No product selection is expected from the referring professional.
Obtain permission.
Confirm the client wants contact before sharing identifying information. Keep sensitive details in appropriate secure channels.
Confirm responsibility.
The person handling insurance verifies applicable authority and explains the scope of the conversation.
Coordinate appropriately.
Share only client-authorized updates; respect confidentiality and the referring professional’s role.
A strong introduction can be just three sentences.
Useful information without sensitive client records:
Include
- Client’s consent to the introduction
- The insurance-specific question
- Any deadline or high-level context
- Best approved contact method
Do not include through the public form
- Social Security or account numbers
- Medical records or diagnoses
- Confidential agreements or tax returns
- Passwords or personally sensitive attachments
Start with a clear insurance question.
Use the professional inquiry route. Compensation or other commercial arrangements require separate legal and compliance review; none is implied by this website.
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