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A Personal Note from Michael Bodack, CEO of Sequoia Brokerage
Services
I started out in this business working for New York Life as a
career agent before I left to start Sequoia Financial Partners, LLC as an employee
benefits consulting firm. Sequoia Financial still has a significant roll of
clients with medical and other group insurance products.
When Josh and I founded Sequoia Brokerage, it was always our intention of finding
a home for these clients as we continued to focus our attention to our independent
brokers in an effort to bring the very best products, ideas and strategies
to you.
That search is now over. On January 1st, Josh and I sold Sequoia Financial
Partners, LLC to York International Agency, LLC. This sale will allow Josh
and I to spend more time focusing on you, our independent producers.
Why am I telling you this? What does this mean for you?
I am reaching out and telling you this for several reasons:
- WE ARE RETAINING 100% OF OUR STAFF!!! That's right, its
business as usual at Sequoia and you will be able to continue to enjoy the
personal touch
you have
come to know and depend on. What's more, you'll be getting more of Josh
and I as we have been able to enhance our support staff tremendously.
- We're
UPGRADING!!! Many of you have already seen we've undergone a massive
systems upgrade in the last 3 months to handle your cases more efficiently
and pro-actively. You may also have noticed we've gotten much more
streamlined in our Annuity offerings and for those of you who haven't, check
out
www.everyannuity.com. We have more major
initiatives that we'll be rolling out over the next several
months to help you sell more life insurance and get better offers.
We'll also be introducing 2 new carriers in the next 3 months with an eye
toward
helping
you get back to the basics of life insurance selling.
- We're getting
new expertise!! We'll be adding new staff in the coming months
to help bring you better ideas, more resources, innovative sales
programs
and unparalleled service. I'm talking about advanced market consultants,
in-house
underwriters, and packaged sales programs that can help you sell
more permanent insurance.
- We are going to be moving. We've loved being in
the city these past 10 years but as part of our sale York has offered
us much less expensive
facilities
in Yonkers, NY. For most of you this will make very little difference
as we do most our business by email and fax but for some who regularly
visit
our
Manhattan address across from Macy's we'll hope you decide to come
visit us in Yonkers soon. We expect to make the move sometime in
March.
This is a trust business for every relationship from the
client all the way to the carrier, we all know that. We do not have
contracts with any of you
and we value that you have and continue to put your faith
in us these
many years. It is our intention to continue to grow and bring
new products and
services to the marketplace for you and we want to sincerely
thank you for your continued
support.
I am very interested in
hearing from all of you about your thoughts, your ideas, and especially
ANY concerns you may have. I want to assure you Sequoia Brokerage
Services has never been stronger and we are excited about our future together
with you, our most valued relationship!
Best Regards,
Michael A. Bodack, CLU, ChFC
CEO, Sequoia Brokerage Services, Inc.
PS- Check out www.sequoiabrokerage.com for more details and for all of the
great tools you've come to expect from us.
New Contact Info:
Sequoia Brokerage Services, Inc.
1 Executive Blvd, 3rd Floor
Yonkers, NY 10701
Toll Free: 866-737-3733
Phone: 212-244-4554
Fax: 212-937-3697
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