The David Mickelson Insurance Services Approach


the staff of Mickelson Life Insurance Services

David Mickelson Insurance Services, based in Southern California, is focused on helping older Americans make the very most of their resources.

We specialize in a certain type of client. Typically, our clients are seniors and very successful, and they are looking for a lasting relationship with a financial services firm.

Being in business is good, and making money is important, but more importantly we believe we have to serve people in a way that helps them avoid costly mistakes, accomplish their goals and benefit from taking advantage of opportunities. At Mickelson, we help clients in the areas of estate planning, insurance planning, investment planning, tax planning, retirement planning, and charitable planning. We have a boutique approach where you can do one or more. We can work with your professionals (your lawyers, accountants and financial advisors) plus we can bring in other professionals if you don't have them, to help you achieve your goals. Life settlement is just one of the valuable financial services that we at David Mickelson Insurance Services offer our clients.

We don't want to talk immediately about investments, insurance or estate planning with our new clients. What we want to talk about is their concerns. What's important to them? What are they worried about? What are their goals for the future? By finding that out and getting to know them a little bit, when we ultimately do give our advice, we're very confident that we can stand behind it -- that it's a good fit for them.

David Mickelson is the expert that other experts turn to, to find solutions for their clients' needs. Read about some of our Life Settlement success stories.

"First and foremost, I am a financial consultant. It is my unyielding policy to make absolutely sure I understand each individual client and his or her needs, goals and motivations, one client at a time.

I must learn what financial situations exist for that client, exactly how that client is situated financially before I make recommendations.

It is then my job to create alternative solutions, options and opportunities that will protect and enhance the family financial and estate planning position.

I review with each client the pros and cons of various alternatives. What I present to the client is never a cookie-cutter mass-market solution; it is what I believe is best for that one client.

I then prepare a plan for that client to implement, and get consensus on that plan from other professionals that may be involved and agreement from that client to proceed.

Only then do we execute the plan."

-- David Mickelson


About the author:

David Mickelson, ChFC, AEP is an expert in wealth strategies for seniors. He has helped hundreds of seniors with life insurance, life settlements and all aspects of estate planning.





Outstanding Results

David Mickelson is dedicated to delivering outstanding results for his clients. Every solution is custom created to be of maximum benefit to the seniors they serve. Whether for life insurance settlement or life insurance in general, David is the expert the experts turn to as they know he can deliver unsurpassed results.



Links:

What is a life insurance settlement?

We deliver outstanding results. See our life insurance settlement case studies.