Why choose Elkmont for your Insurance and Securities needs?

Why choose Elkmont for your Insurance and Securities needs?

Theres a Better Way

Working with a broker makes you the priority

When you work with a broker, you gain access to a professional who prioritizes your needs above all else. Unlike captive agents tied to a single company, brokers have the flexibility to offer products from multiple carriers, ensuring they can find the best solutions tailored to your unique goals. This independence allows brokers to shop for better coverage and pricing on your behalf, so as your needs change, your relationship with your agent remains intact.

Brokers take a consultative approach, listening to your concerns, understanding your objectives, and guiding you through the complexities of the marketplace. By providing clarity and empowering you to make informed decisions, they focus on long-term relationships rather than quick sales. With a broker, you don’t have to sacrifice familiarity for better options—your agent stays with you, delivering value, flexibility, and peace of mind every step of the way.

Our cornerstones of excellence

Commitment to Technology

Our commitment to technology ensures streamlined processes, enhanced client access, and innovative tools, empowering employees to provide efficient, transparent, and exceptional service tailored to client needs.

Dedicated Account Management Team

Your account management team is personally assigned to develop long-term relationships, fostering seamless growth, trust, and personalized support on a get-to-know-you basis for lasting client success.

Greater Affiliations

Our partnerships with Ausdal Financial Partners and Keystone Insurance Group serve as valuable conduits to the broader worlds of excellent products, top rated carriers, diverse investment options, and industry-leading resources.

Our Leadership

Our leadership team combines decades of industry experience with innovative vision, guiding our company toward sustainable growth while fostering a client-first culture and empowering employees to exceed expectations.

Our founding principles

Mission Statement

Core Values

Service Focused

Integrity First

Mission Statement

Our mission is to fulfill the financial security needs of our clients by protecting their assets, incomes, families, and investments. In doing so we will exceed their expectations for service, quality, and value. We will strive to earn our customers long term loyalty by working to deliver more than promised and by being honest and fair in order to provide a personalized experience.

We will fully understand our client’s personal goals before making professional recommendations and will only make suggestions that are in the client’s best interest. We will maintain an open and ongoing line of communication with our clients to make sure that their changing needs and desires are fulfilled.

We must motivate our employees to provide exceptional service to our customers by supporting their development, providing opportunities for personal growth and fairly compensating them for their successes and achievements. We believe it is critical to our success to promote leadership from within who will serve as examples of success for others to follow.

We will reduce the environmental impact of our operation, reinforce the highest standards of integrity and ethics, and help strengthen the communities we serve through volunteerism and philanthropic engagement as committed corporate citizens.

Although it is our goal to be the best and not necessarily the biggest or the most profitable, our success at satisfying customers and motivating employees will bring growth and long-term profitability.

Core Values

Client Advice, Advocacy and Choice:
We are committed to delivering expert advice and steadfast advocacy, always putting our clients' best interests at the center of every decision. By offering true choice through access to a wide range of carriers and products, we ensure tailored solutions that meet each client's unique needs. Upholding the highest standards of integrity and transparency, we foster lasting relationships built on trust, reliability, and the freedom of choice.
Employee Development and Well-Being:
We are committed to the growth and well-being of our employees, fostering a supportive environment that encourages continuous learning and development. By investing in our team and promoting from within, we create opportunities for personal and professional advancement, ensuring our employees feel valued and empowered.
Collaborative and Accountable Culture:
We believe in a collaborative and accountable culture where teamwork and responsibility drive our success. By working together and holding ourselves to high standards, we not only achieve our goals but also contribute positively to our communities. Giving back is an integral part of who we are, reflecting our commitment to making a meaningful impact beyond our business.

Service Focused

We are committed to providing exceptional customer service that exceeds our customers’ expectations. Our approach is centered around three key principles: Availability, Accuracy, and Timeliness. These principles guide our interactions and ensure that our customers receive the best possible experience. In doing this we will increase future cross sell opportunities, increase new client referrals, and build long term book growth through client retention.

Three Keys

Availability - We strive to be accessible to our customers through various channels including phone, email, chat, and in-person support.
- Our customer service team will be available during extended business hours to accommodate the needs of our customers.
- We ensure that our team is adequately staffed to handle customer inquiries promptly and efficiently.
Accuracy - We prioritize delivering precise and reliable information to our customers.
- Our team is trained to verify details and provide clear, concise, and correct answers to customer queries.
- We commit to continuous training and updating our knowledge base to reflect the latest product and service information.
Timeliness - We understand the importance of resolving customer issues swiftly and aim to provide timely responses to all inquiries.
- Our goal is to respond to customer inquiries within [see P&P Customer Service] and resolve issues as quickly as possible.
- We monitor our response and resolution times to ensure we meet or exceed our service standards and continuously seek ways to improve efficiency. By adhering to these principles, we ensure that our customers receive exceptional service every time they interact with us.

Integrity First

We have a steadfast commitment to clients and their needs. We firmly believe that our success lies in putting our clients first, above all else. This business policy represents our dedication to serving our clients with care, respect, and integrity.

Our clients are the heart and soul of our business. They trust to deliver exceptional products and services, and it is our duty to exceed their expectations. We understand that their needs are diverse and ever evolving, and we are constantly striving to anticipate and fulfill them.

In every interaction, we will prioritize our clients' goals, desires, and aspirations. We will actively listen to their concerns, questions, and feedback, ensuring that we truly understand their unique circumstances. By doing so, we will have strong relationships built on trust, transparency, and open communication.

We recognize that our clients' success is intertwined with our own. As we place their needs above our own and the firm's, we are not only demonstrating our commitment to their satisfaction but also fostering a sustainable and prosperous partnership. By working collaboratively, we can achieve remarkable outcomes and create mutual growth opportunities.

To uphold this policy, we will consistently strive to go the extra mile. We will invest in our team members' professional development, equipping them with the skills and knowledge necessary to exceed our clients' expectations. We will continuously innovate and adapt, staying ahead of industry trends and evolving market demands, to better serve our clients' evolving needs.

Our commitment to putting our clients first extends beyond individual transactions. We will actively seek feedback and input, regularly evaluating our performance and adjusting our strategies to meet their changing requirements. We will consistently provide exceptional customer service, delivering timely solutions and personalized experiences that demonstrate our genuine care for their success.

Our a Rated Product Line Up

We offer the best products and companies for our clients

Best In Class

Our product lineup features financially strong, A-rated carriers, ensuring clients have access to the most reliable and trusted solutions in the industry.

Unmatched Selection

With a broad variety of products, we cater to diverse client needs, providing tailored solutions for individuals, families, and businesses.

A blue and black pixel art picture of an arrow in the center.

Innovative Solutions

Our portfolio includes forward-thinking financial products, like indexed life insurance and hybrid annuities, addressing modern challenges with flexibility.