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What you need to ask before choosing Strategic?

Who is Strategic?

Answer: We are an independent agency that represents all of the major insurance companies, which allows us to choose the best solution available to you without being captive to any specific insurance company.

Where is Strategic based?

Answer: Our corporate offices are located in Jacksonville, Florida. We also have an office in Orlando that just opened in August of 2008.

Why should I choose Strategic?

Answer: You should choose Strategic because we are 100% independent, we are totally objective when choosing a solution for you, and we pride ourselves for being confidential with any and all of your information.

Where will my money be held?

Answer: Your money will be 100% held at the insurance company that we choose. If the principals of Strategic died in a plane crash (harsh example!), nothing would change with your annuity account because your money is at the insurance company. Strategic is an independent agency and works only as a liaison with the insurance companies.

Who pays the commissions to Strategic?

Answer: Not you! Yes, we do get paid, but the commission is paid 100% in full by the receiving insurance company and does NOT come from your principal amount. Your new policy is a 100% net transaction for you.

How many statements do I get?

Answer: You will get a hard copy statement one time per year. The reason for this is because your annual return is credited one time per year. In most cases and depending on the insurance company, internet access to your account is available.

Are there any ongoing charges from Strategic?

Answer: NO. We will work with you ongoing and oversee your policy free of any ongoing charges. At a minimum, we like to meet with our clients at least one time per year to review your holdings. However, we are available to meet with you anytime at your request.

Look for the Strategic Hybrid in your area!

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