A strong foundation of operational excellence ensures clients and advisors receive the highest level of service. As Director of Operations, Tracy Fitzsimmons plays a key role in overseeing smooth business processes, including the development of comprehensive annual policy reviews to help keep client strategies aligned with their evolving needs.
At Tenzing Insurance Strategies, attention to detail and seamless coordination are key to delivering exceptional service. Pearl Baron, Executive Assistant to Ken Knox, plays a vital role in ensuring the precision and professionalism our clients and their advisors rely on.
For years, many high-net-worth clients with complex health histories faced challenges in obtaining life insurance—compromising key estate and wealth transfer strategies. But the landscape has changed.
As underwriting continues to evolve, tax, legal, and wealth professionals need a quick and effective way to understand how different health conditions impact life insurance eligibility.
When applying for life insurance, having the right team on your side can make all the difference—especially if you have a health history that could impact underwriting.
Meet Janine Bent, Director of Client Services. Janine works directly with clients and advisors to navigate the underwriting process, helping to ensure that every application is positioned for the best possible underwriting outcome.
The underwriting landscape for life insurance is evolving. With improved mortality models and data-driven risk assessment, clients with complex health histories now have new pathways to obtaining coverage.
At Tenzing Insurance Strategies, a personalized approach is at the heart of every engagement. Our goal is to craft life insurance and estate planning strategies that align with the unique needs and objectives of each client.
Big news! Tenzing Insurance Strategies is now on X (formerly Twitter)! We’re bringing you real-time updates, insights, and strategies—right in your feed.
We’re excited to announce that Tenzing Insurance Strategies is now on Facebook! Follow us to stay up to date with the latest insights, industry trends, and timely perspectives on estate planning with insurance strategies.
At Tenzing Insurance Strategies, we believe knowledge is power. That’s why we’re excited to introduce Tenzing Perspectives, our exclusive series of whitepapers designed to provide in-depth analysis, strategic insights, and actionable guidance for advisors and clients alike.