Building a financial plan that aligns with your business goals
DLD Financial Group has been offering Group Benefits since 1999. In response to increased demand in Group Benefits we have created a new department within our firm, called ASCENT. As an integral part of our business, the skilled financial professionals working under the Ascent umbrella will provide exceptional service in this complex and important field.
Introductions
Snapshot
In our initial meeting we will provide you with our company overview including business experience, history of performance, expectations and most importantly our list of values. We will then gather detailed information and discuss what currently works well for your company and where there may be gaps of opportunity.
Education and Analysis
Strategy Developer
In this stage we will analyse your current coverage and vet a variety of Insurance carrier’s options for pricing and offerings. We will work diligently to ensure that potential coverages are in line with your company goals and employee retention. Furthermore, we will evaluate how your company compares to industry standards and the options and flexibilities that are available to you.
Pen to Paper
Fine Tuning
At DLD Financial, we will streamline the application process for you and your team whilst maintaining optimal standards for working together. Together we will implement a plan and a timeline for the transition to DLD.
Investment Growth Process
Plan Roll Out
It is our goal to proactively engage each client with consistent, transparent, and genuine service. In addition, we will provide regular hands-on reviews and continually promote open and honest communication. At DLD we pride ourselves on setting the highest standards in the financial services industry and greatly value each client and their business.