JCL Solutions Group

We are Trusted | Collaborative | Proactive

A hands-on, relational insurance experience for fee-only RIAs seeking to deliver maximum value to their clients

Our Services Get Started

Experience the JCLSG Way

Our Core Values

No Pushing Product

Looking out for the needs of your clients, not extra compensation

Proactive Management

Far above a one-and-done approach, we collaborate beyond the sale

Collaborate, Not Compete

We’re here alongside you helping to deliver maximum value to your clients

Service Leader

Embracing the entire planning lifecycle with a hands-on approach.

We Do Things Differently

The Financial Foundation

Risk management planning can be a cornerstone piece to the foundation on which you build your clients’ financial plan. However, it’s all too often that fee-only Registered Investment Advisors (RIAs) and family businesses are subjected to the bias of insurance agents pushing products to look out for their own bottom line rather than the needs of the client.

As an advisor, you know what your clients want: an experience that’s hands-on, ongoing and highly relational. You also know that providing personalized experience can be difficult, especially when dealing with an insurance industry that is more transactional than relational.

The Financial Foundation

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A Trusted Resource

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The Custom Fit

At JCLSG, we understand no two clients are the same … that’s why we don’t ever push a particular product, strategy or angle. Whether it’s supplying content from behind the …

From implementation to claim

A Trusted Resource

When you work with JCLSG, you’re not working with detached advisors looking for a quick transaction … you’re working with service-oriented leaders who strive to understand and embrace the big picture of your clients’ plans. We’re not here to compete with you – we’re here to collaborate with you and make sure you have the means to deliver maximum value to your clients.

Whether it’s reviewing your client’s existing insurance portfolio or implementing new coverage, we strive to be a trusted resource. Most insurance agents just sell the product and are neither seen nor heard from again. JCLSG is here for the whole life cycle – from implementation to ongoing maintenance to hands-on assistance at claim time.

Estate Planning

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As unique as your clients

The Custom Fit

At JCLSG, we understand no two clients are the same … that’s why we don’t ever push a particular product, strategy or angle. Whether it’s supplying content from behind the scenes, leveraging our network of specialists or pulling up a seat at the table, you can trust JCLSG to provide the right tools to put your clients’ needs first.

We take the time to understand where your clients are in their journey, then collaborate with you to find the right plan that will help them on the road ahead. With our personalized, client-centric approach to risk management planning, we make sure the plan you laid out for your clients will get them from where they are to where they want to be.

Contact JCL Solutions Group

Get in touch

WE’D LOVE TO CONNECT.

Whether you have a specific business need or just want to get together to grab a coffee and talk about life, we’d love to connect with you!

Drop us a line using the form or give us a call!

Our Contact Info

(214) 476-2566

jason@jclsg.com

(888) 345-7096