Call or text Patrick at (608) 205-8348
Fás means secure in Gaelic. Irish Gaelic is recognized by the Constitution of Ireland as the national and first official language of Ireland (English being the other official language).
This security is represented by the umbrella in the Sullivan Life Insurance Agency logo. This security is similarly represented by the financial strength of the life insurance companies selected for clients by Sullivan Life Insurance Agency.
Mutual life insurance companies have stood the test of time much like the castles of Ireland. Sullivan Life Insurance Agency focuses on mutual life insurers with consecutive dividend payments to policyholders in excess of 100 years.
Sullivan Life Insurance Agency clients experience the security of participating in traditional whole life insurance policies with guaranteed interest rates backed by the financial strength and claims paying ability of the contractual insurer.
Slán means growth in Irish Gaelic.
Growth is represented by the shamrock in the Sullivan Life Insurance Agency logo.
Participating whole life insurance policies tailored to clients' needs can provide tax deferred growth from dividends and interest payments accumulate within the policy.
Mutual life insurance companies are owned by their policyholder which incentivizes long-term relationships between policyholders and the management of the insurance companies. These mutual insurers do not have stockholders or quarterly earnings reports to distract them from providing long-term reasonable growth for their policyholders.
With proper planning, a participating whole life insurance policy can provide policyholders with secure and growing benefits while the insured is living while funding an estate for family or for a charitable legacy.
The Three Leaves of The Shamrock are a Reminder of Sullivan's Three Guiding Principles
Life insurance can be complicated. That's why Sullivan Life Insurance Agency only works with clients to identify and meet life insurance needs. Neither Sullivan Life Insurance Agency, nor its principal Patrick Sullivan, provide investment or legal advice. Sullivan Life Insurance Agency strives to design participating whole life insurance policies that closely resemble those policies purchased by banks, large corporations, and ultra-high net worth individuals to maximize the economic benefits and meet the unique needs of each and every clients.
The purchase of life insurance takes time and diligence.
Sullivan Life Insurance Agency utilizes its Client Due Diligence process for each and every client engagement to ensure each client receives the best possible experience.
The goal is to allow each client to understand the participating whole life insurance product prior to submitting any application.
Patrick Sullivan will take the time to fully understand each client's assets, liabilities, needs, goals, and concerns to make informed recommendations for a bespoke insurance plan tailored to each client.
Clients will benefit from commission transparency to ensure each client understands how Sullivan Life Insurance Agency is compensated prior to making a decision to purchase a policy.
The best way to prevent "buyer's remorse" for Sullivan Life Insurance Agency is to take the time to provide each client with options and answer every question to the best of our ability. The purchase of a whole life insurance policy is the beginning of a long relationship between the policyholder, the agent, and the insurance company.
Sullivan Life Insurance Agency prides itself on working collaboratively with each client's team of trusted advisors, with the client's permission, to ensure any recommendations are based on the best possible information about each individual client.
As an agency specializing in life insurance, Sullivan Life Insurance Agency understands it cannot meet all of the financial needs of its clients. Rather, Sullivan can work with each client's accountant, legal team, and financial advisors to ensure each client's unique needs are met.
"Good fences make good neighbors." Sullivan Life Insurance Agency will always be a good professional neighbor and focus solely on providing clients with the best possible life insurance guidance and service.