Breeze has been a great disability insurance addition to our agency. We love the easy to use digital process. Another fantastic sales tool to our toolbox.
Breeze For Agents
Your Disability Insurance Team. Without Hiring One.
Protect your clients' income while Breeze handles the strategy, carrier selection, underwriting, and case management.
Our technology-powered platform and experienced disability insurance specialists help financial advisors and insurance agents confidently offer disability insurance without adding complexity to their practice.
Benefits:
Trusted specialists who can speak directly with your clients
Responsive support throughout the process
Technology that simplifies case management
Access to leading disability insurance carriers
Breeze For Agents
Your Disability Insurance Team. Without Hiring One.
Your Client's Ability To Earn An Income
Is Often Their Most Valuable Asset
For many clients, future financial success depends on one thing above all else: their ability to earn an income.
That income funds retirement, college savings, debt repayment, investments, and lifestyle goals. Yet income is often the least protected asset in a financial plan.
Helping clients protect their income isn't just good planning. It's one of the most overlooked opportunities in financial services.
Ideal Clients For
Disability Insurance
Your clients may be strong candidates
for income protection if they are:
Physicians
Dentists
Attorneys
CPAs
Engineers
Business Owners
Executives
High-Income Professionals
Young Professionals With Significant Future Earning Potential
Not sure if a client is a fit?
Send us the scenario and we'll help evaluate the opportunity.
Technology where it helps.
Real experts where it matters.Meet Matt McNally
Your Dedicated Disability Insurance Specialist
Disability insurance is one of the most specialized areas of insurance planning. That's why every Breeze advisor partner has access to experienced guidance from professionals who understand the complexities of disability insurance design, underwriting, and implementation.
Matt McNally serves as a dedicated resource for advisors and insurance professionals looking to confidently incorporate disability insurance into their practice. Matt has over 10 years of insurance industry experience, and 6 years focused specifically on Disability Insurance.
Whether you're evaluating a client opportunity, navigating underwriting challenges, comparing carrier solutions, or joining a client conversation, Matt and the Breeze team are here to help.
Most importantly, advisors trust Matt to represent their practice professionally and effectively when interacting with clients.
What Advisors Say
— Todd Hall
Every part of the process from quoting to applying for insurance was easy, fast and efficient. Customer service was fantastic.— Matt R.
Breeze made this whole process easy, quick turnaround! Highly recommend this service to anyone. Thanks, Breeze!!— Anna
Ready To Add Disability Insurance To Your Practice?
Whether you have a case today or simply want to better understand the opportunity, our team is ready to help.
Protect your clients' income.
Expand your planning capabilities.
Deliver more value without adding more work.
