Top row, left to right, are DeForest Spencer and Larry White. Bottom row are Bob Berz, Melissa Woodall Curtis and Mike Jenkins.
Long-time insurance advisors join to form Bluffview Insurance Group, which specializes in life insurance, long-term care, and employee and executive benefits. Bluffview Insurance member advisors have 170 years of experience.
They include Bob Berz of Berz Financial Partners, Melissa Woodall Curtis of Woodall Agency Insurance, DeForest Spencer of Spencer Benefits, Mike Jenkins of J Group and Larry White of Larry White Insurance
“The structure of this agency is most beneficial for clients,” said Mr.
Berz, Bluffview Insurance founding partner. “We’re able to combine national resources with local market knowledge to better protect families, estates and businesses.”
Through its affiliation with PartnersFinancial, Bluffview Insurance can leverage an expansive advisor and carrier network to provide clients competitive pricing and underwriting, HR compliance consulting, and best practices in individual and business insurance solutions. PartnersFinancial has over 150 member firms and unique resources, technology and intellectual capital that Bluffview Insurance can leverage.
Bluffview Insurance is not affiliated with any one carrier and can work with a range of other local legal and financial advisors on clients’ behalves.
“Our independence allows for objective advice and recommendations that best suit our clients’ goals,” Mr. Berz said.
“At PartnersFinancial, we have a long-standing partnership with each of these advisors,” said Mike James, President of NFP Life Solutions at PartnersFinancial, “We’re thrilled to see them combine their talents and strengths to provide a seamless experience for their customers.”
Bluffview Insurance can be contacted through any of its member advisors at (423) 269-8941.