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L.E.A.D.
 
 “From my many years of working in the retail insurance market it has become clear to me that most consumers have limited understanding as to why they have the insurance they have and what exactly it covers. The insurance industry has done it’s best to turn insurance into a commodity purchase when it really is a personal financial decision. After all what are we protecting…just the lives, income, assets and health of our clients? If those things aren’t personal then I don’t know what is.”
- Rob Anderson

It is from this observation that our LEAD initiative was first born.  We wanted to develop a truly unique insurance and financial services buying experience.  One where in the end, our client achieves the most important thing that good insurance and financial planning delivers…Peace of Mind.  Every staff member at Anderson-VanHorne is charged with meeting all aspects of our LEAD initiative in their work with every client, prospect and fellow staff member.  It is through this initiative that we hope to earn the job as your insurance and financial services adviser. 

 

Our Initiative: 

Listen    

In our initial consultation with a prospect or client our job is to become the student. To listen and learn what it is that concerns you and what it is that you want to protect. 

Educate

Being an independent insurance and financial services firm enables us to research many options from different and unique providers.  Once an analysis is completed, we educate you about all the options that are available to you and offer valuable coverage and benefit options.

Advise  

Our  experienced staff can help you determine the very best solution for your individual situation.  We will explain coverage and benefit options specific to you and make recommendations how to best protect what is important and valuable in your life.

Deliver   

We deliver the product and coverage promised and work tirelessly to earn your trust and confidence with second to none support and service from our team of highly trained, experienced and motivated professionals. 

 

Only securities and advisory services offered through Wall Street Financial Group, Inc (WSFG), Registered Investment Advisor, Member FINRA/SIPC. WSFG may only transact business in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. Any communications with prospective clients residing in international jurisdictions where WSFG and its registered representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Securities services from Spencer Corzine may not be provided to individuals residing in any states other than AL, CA, DC, FL, GA, HI, IL, KS, LA, MD, NY, NC, NJ, NV, PA, SC, TX, UT and VA. Securities services from Rob Anderson may not be provided to individuals residing in any states other than AL, AR, AZ, CA, CT, DC, FL, GA, HI, IL, IN, KS, KY, LA, MD, MI, MO, ND, NH, NJ, NV, NY, NC, OH, PA, SC, TN, TX, UT, VA, VT, WA and WI. Securities services from Donald Burger may not be provided to individuals residing any states other than AZ, AR, CT, MI, NY, NC, PA, TN and WA. Advisory services from Spencer Corzine may not be provided to individuals residing in any states other than FL, NY, NC, SC and TX. Advisory services from Rob Anderson may not be provided to individuals residing in any states other than CA, FL, NY, NC, SC and TX. Insurance services from Spencer Corzine may not be provided to individuals residing in any states other than CA, FL, MD, NY and TX. Insurance services from Rob Anderson may not be provided to individuals residing in any states other than CA, FL, MD, NY and TX. Insurance services from Donald Burger may not be provided to individuals residing in any states other than NY. Health and other non-variable insurance products are not offered through WSFG. Information provided should not be construed as legal or tax advice; you should speak with an attorney or tax advisor. For financial calculators please visit: http://apps.finra.org/investor_Information/Tools/Calculators/calc_disclaimer.asp (if you cannot access this link, please copy and paste into your browser). WSFG did not assist in the preparation of this material, and while it is believed to be from a reliable source, its accuracy and completeness are not guaranteed. Opinions expressed are those of the author and are not necessarily those of WSFG. The material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. WSFG is not responsible for information contained in websites or literature referenced herein. WSFG, Anderson-VanHorne Associates, Inc., and companies with websites listed herein are separate entities, individually owned and operated.