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MAXIMIZING REINSURANCE

We have more than a decade of experience working with dealers and agents like
you to help get the most out of your reinsurance program.

WHAT DETERMINES REINSURANCE
PERFORMANCE?

The dealer and the
service team

dealer Operations

  • Remittance, Claims and Loans

THE ADVISORY TEAM

  • Investment Strategy
  • Adhering to the Investment
    Policy Statement (IPS)

Interested in a no-cost consultation?

LET’S DO IT

OUR RECIPE FOR SUCCESS

EXPERIENCED & DEDICATED SERVICE TEAM

EXPERIENCED & DEDICATED SERVICE TEAM

  • Experience working with auto-dealers and reinsurance agents
  • Investment strategy, aligning the Investment Policy Statement (IPS) with the dealer’s your goals
  • Proven process, we manage over 300+ reinsurance accounts

COMMUNICATION & COORDINATION

COMMUNICATION & COORDINATION

  • Regular Cessions attendance
  • Performance reporting
  • Economic outlook
  • Financial planning
  • Succession planning
  • Tax Strategy
  • Lending Analysis

WE ARE ADVOCATES FOR OUR DEALERS & AGENTS

WE ARE ADVOCATES FOR OUR DEALERS & AGENTS

  • Fiduciaries to our clients
  • Reinsurance investment policy evaluation
  • Multiple custodians
  • Lasting relationships with our clients that go beyond their reinsurance programs

We are the wealth advisors who know the business.

QUESTIONS?

SERVICES FOR AGENTS AND DEALERS

MAXIMIZE YOUR TAX BENEFITS

  • We leverage tax-loss harvesting, investment allocation rebalancing, and tactical shifts as necessary and advise on loans out of the reinsurance accounts.

CESSIONS REVIEW – ACTIVE GUIDANCE

  • We provide dedicated advisory and personalized account management, with regular touchpoints including regular cession attendance.

INVESTMENT POLICY STATEMENT ANALYSIS

  • We analyze the Investment Policy Statement (IPS) and actively manage accounts to ensure continued compliance with the IPS. We also work with our administrator partners to analyze IPSs to improve risk-adjusted returns.

LOWER REINSURANCE PROGRAM COSTS

  • We use low-cost ETFs and bill strictly on assets under management -one fee you can see – completely aligning our interests with yours.We do not sell any commission-based products or services.

CUSTOMIZED PORTFOLIOS

  • We provide regular investment reviews to our clients along with a market and economic outlook. We create a dashboard for dealers so they can view all their reinsurance accounts in one place – regardless of custodian/trust company.

HELD TO A FIDUCIARY STANDARD

  • As fiduciaries, we have a legal and ethical obligation to act in our clients’ best interest. Every fiduciary who manages assets has a legal and ethical obligation to put your interests before their own. This standard has always been at the core of Miracle Mile Advisors’ mission to our clients.

REINSURANCE ACCOUNTS & DEALERSHIPS

  • 350+ Reinsurance Accounts and 200+ Dealerships utilizing our services

EXPERIENCE WORKING WITH:

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Reinsurance | Wealth Management | Financial Advisor

OUR DEALERS INCLUDE:

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And Many More!

YOUR REINSURANCE TEAM

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PETER KARP
Managing Partner
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BOB DRISCOLL
Managing Director
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DANIEL TANG
Wealth Advisor

A Fee You Can See

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IF YOU HAVE ANY QUESTIONS, PLEASE REACH OUT TOREINSURANCE@MIRACLEMILEADVISORS.COM

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Miracle Mile Advisors is an independent, registered investment advisory firm. We are fiduciaries focused on providing best-in-class guidance, advice, and technology tailored to evolve with you over time. We are dedicated to improving your return on life.

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