AgencyONE Insurance Marketing Group LLC

www.agencyone.net

AgencyONE is a premier full-service life insurance Brokerage General Agency (BGA) providing advanced planning, informed product solutions and recognized underwriting expertise to insurance, financial, and wealth advisors nationwide. Long-standing relationships with our insurance carrier partners along with our nationally recognized in-house underwriting enable us to deliver the most consistently competitive underwriting solutions and financial strategies to our advisors and their clients. AgencyONE’s partners, Gonzalo Garcia, CLU; Dennis Bartos, PA; and Cathy Neifeld, JD, have almost 100 years of collective life insurance experience with meaningful relationships at the most senior levels of the insurance and reinsurance communities. AgencyONE has access to over 30 leading insurance companies and has in-depth understanding of product design and pricing. We work directly with advisors and integrate superior underwriting, insurance solutions, and innovative planning strategies to consistently deliver the successful placement of significant life insurance policies. Advanced Planning/ Case Design: AgencyONE provides exceptional advanced planning support to insurance, financial, and wealth advisors and their clients. As a supplement to our expertise, AgencyONE has strategic relationships with nationally recognized law firms, accounting firms, marketing organizations and ancillary product providers to meet all your clients’ needs. We know what it takes to get a case placed – we work with you, your clients, and their advisors from idea to implementation. Underwriting: AgencyONE provides underwriting expertise for some of the country’s most advanced planning concepts and marketing strategies. AgencyONE is unique in the general agency environment; we approach every case from an underwriter’s perspective. Not only do we offer the best carriers and products to fit your clients’ needs, but we also consistently deliver the most competitive underwriting offers.

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AgencyONE is a premier full-service life insurance Brokerage General Agency (BGA) providing advanced planning, informed product solutions and recognized underwriting expertise to insurance, financial, and wealth advisors nationwide. Long-standing relationships with our insurance carrier partners along with our nationally recognized in-house underwriting enable us to deliver the most consistently competitive underwriting solutions and financial strategies to our advisors and their clients. AgencyONE’s partners, Gonzalo Garcia, CLU; Dennis Bartos, PA; and Cathy Neifeld, JD, have almost 100 years of collective life insurance experience with meaningful relationships at the most senior levels of the insurance and reinsurance communities. AgencyONE has access to over 30 leading insurance companies and has in-depth understanding of product design and pricing. We work directly with advisors and integrate superior underwriting, insurance solutions, and innovative planning strategies to consistently deliver the successful placement of significant life insurance policies. Advanced Planning/ Case Design: AgencyONE provides exceptional advanced planning support to insurance, financial, and wealth advisors and their clients. As a supplement to our expertise, AgencyONE has strategic relationships with nationally recognized law firms, accounting firms, marketing organizations and ancillary product providers to meet all your clients’ needs. We know what it takes to get a case placed – we work with you, your clients, and their advisors from idea to implementation. Underwriting: AgencyONE provides underwriting expertise for some of the country’s most advanced planning concepts and marketing strategies. AgencyONE is unique in the general agency environment; we approach every case from an underwriter’s perspective. Not only do we offer the best carriers and products to fit your clients’ needs, but we also consistently deliver the most competitive underwriting offers.

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Country

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State

Maryland

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City (Headquarters)

Rockville

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Industry

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Employees

11-50

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Founded

2009

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Managing Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Insurance Agent / Broker / Owner

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Financial Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Operations Officer

    Email ****** @****.com
    Phone (***) ****-****

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