Log In     703-790-5770

Perfect Risk Management Partner For Financial Planners

At McLean Insurance, we know that financial planners and advisors have their hands full. The ever changing regulatory environment and constant educational requirements just to remain licensed present an incredible challenge to anyone in your profession. In addition, you have to offer sound advice on everything from investments to education to retirement planning to household budgeting. Many of your clients probably look to you for advice on how to handle millions of their hard earned dollars. You certainly don’t have time to become an insurance advisor as well!

To ensure client satisfaction and long term retention, you need an insurance professional you can trust to make sure your clients assets are thoroughly protected from financial loss.

This is where McLean Insurance can help!

Having assets and investments are great, but without adequate protection, they could be gone in an instant. One of the best pieces of advice you can offer your clients is to get the proper amount of insurance for their assets –this includes everything from Auto insurance for their Ferrari, personal property insurance for their estate and vacation home, corporate insurance, Umbrella liability insurance, cyber crime, and more. The last thing you want to hear from your client is, “I need a draw on my account to cover the $300,000 that wasn’t covered by my crappy homeowners policy when my house caught on fire last month.”

McLean Insurance’s team has been working with high net worth customers for over 45 years. We fully understand how to mitigate the hundreds of risks that go into covering a lifetime of assets for the ultra-wealthy.

Why Should You Refer Your Clients to McLean Insurance
v. Another Agency?

$1+ Billion

In Assets Protected

Highly Experienced

In Business Since 1971

We Help Save Money

by being loyal to our customers instead of insurance carriers

Long-term relationship
with all major carriers

Financial Planners Love Us!

Earn their trust – and keep it – by helping your clients grow and safeguard their future. Partnering with us will absolutely ensure the best service, quotes, and risk management advice for your clients, and inevitably help you succeed!

Please Input Client Info Here

Yours and your client’s privacy is very important to us. We do not share the supplied information with any 3rd parties.