N America News May 2017

68 NORTH AMERICA NEWS / MAY 2017 , Withmore than 76 years of experience, The Jordan Insurance Group is an industry leader in Life Insurance strategies and Employee Benefits. Large Enough to Serve, Small Enough to Care The Jordan Insurance Group strives for excellence through its due diligence in selecting products to satisfy its clients’ needs with proven benefit designs and tax strategies. The talented team at Jordan Insurance utilizes a diversified multi-level approach in preserving, protecting and growing wealth for businesses and individual clients. “As a customer driven organization, our mission is to provide the highest level of products and services to our clients,” explains William Jordan, the firm’s founder and chief executive officer. “The Jordan Insurance Group strives for excellence through our due diligence in selecting products, with proven benefit designs and tax strategies. Our innovative and multi-level approach allows our clients to achieve security by protecting their wealth, health and property. “Our extensive resources allow access to every service and product to best meet your needs. This gives us access to the best technology, the most flexible products, and expertise to help us better serve our clients. Our clients should and will get the best service and knowledge available to them.” William has more than 20 years of experience in the fields of Employee Benefits Planning, Financial Planning, Retirement Planning, and Family Legacy Planning. He is a member of Highcap Financial, the largest group of independent life insurance professionals in the country. His affiliation brings him and his firm the scale and clout needed to get difficult underwriting cases issued and placed. It also puts him in the unique position of being part of the team that is the number 1 distributor for nine of the top 15 insurance carriers in the country and number 2 for the others. His experience and expertise in the market means the best carriers from a financial stability, product and price perspective are always brought to the table. Independence and objectivity is the cornerstone of his practice. His career has progressed steadily through an array of increasingly responsible positions into Senior Management. Prior to the formation of The Jordan Insurance Group, William served as Vice President of The Meltzer Group for more than 8 years. By delivering unparalleled results to his clients, William earned a reputation as an expert in the areas of Defined Benefit Plans, Individual Life Insurance, Annuities, Estate Planning as well as Employee Benefits. William is well known for being available to his clients for any inquiries 24/7. Client Testimonials Daly Russ, HR Generalist, The Panum Group, LLC “I do want you [The Jordan Insurance Group ] to know how much your hard work is appreciated. I’ve never had a negative interaction with you… your attitude and assistance is a great asset to the company! We would be lost without you so I am forever grateful!” Melba Ayres, Human Resources Administrator, Public Safety Corporation “Public Safety Corporation is pleased with the business relationship we share with The Jordan Insurance Group. We have found their service to be dependable, friendly and open over the years. The communication between the Jordan staff is exemplary and comforting to know that everyone is on the same page. Their attention to detail and willingness to listen to our needs is extremely important to our company.” – Melba Ayres, Public Safety Corporation Amy McColley, The Cleaning Authority ” I am pleased to recommend The Jordan Insurance Group to your company. Bill Jordan contacted The Cleaning Authority to see if he could be of assistance with our health insurance renewal process. Our premiums were due to increase by more than 40% and it appeared there was no alternative except to stay with the current provider. After reviewing our employee census Bill proposed an alternative which offered a better plan while saving our company more than $100,000. We have been very happy with the professional level of service offered by Bill and his staff. They have been easy to work with and responsive to our needs. They made the transition to our new health plans quite easy given the short period in which we were working.” – Amy McColley, Office Manager, The Cleaning Authority The Cleaning Authority “The Limited Medical Program offered to The Cleaning Authority has been very well received by our franchisees. This type of medical coverage allows our franchisees to provide cost-effective, comprehensive wellness coverage to their professional housecleaners. Numerous factors in our industry make it difficult to attain employee participation levels that would allow for major medical coverage programs. This program mitigates those issues and provides those same employees with an excellent alternative. Additionally, The Jordan Insurance Group assisted us the entire way in setting up the program, making it a simple, turnkey process for the franchisees and plan participants. If you are looking for a viable health coverage program for your organization, I recommend contacting them today.” – The Cleaning Authority Kim Hailey, The Creig Northrop Team “I wanted to say thank you to all of you at The Jordan Insurance Group for helping me today by straightening out my mess with 1612CA37

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