Harper Financial

 

Company Description
 
Harper was founded in 2006 to establish itself as a broker working with a select group of agents and other brokers in order to provide insurance solutions in a financial planning capacity to wealthy individuals. The company is a licensed insurance agency in N.J. for life and accident and health insurance.

 
 
Mission Statement

Harper is dedicated to providing insurance products that offer quality protection and value pricing. We will establish and maintain successful partnerships with the clients, agents and brokers we do business with and maintain strong relationships with the insurance carriers.
 
 
Products and Services

Harper is committed to providing quality products and professional services to the agents and brokers it does business with. Its primary goal is to properly align the interests of the insured with the best product available from a number of different insurance carriers.
 
 
Business Plan

Harper is dedicated to a slow and deliberate growth plan. The company leverages off the many agent relationships developed over the years by its affiliate, Senior Settlements. By continuing to build quality relationships with agents, Harper will bring future business that will consistently be supported by strong industry experience.

 

The market Harper focuses on is a niche market with agents that lack a cohesive approach. Many of them lack the resources to provide a complete approach to the wealthier markets. Harper has developed a small network of financial planners and estate attorneys that enable it to deliver a complete product to its clients. This network has enabled Harper to develop a close relationship with a small group of brokers. There is also plenty of capacity in the market for quality service providers as more and more agents move away from the high volume agencies due to a lack of personal attention that they could be receiving from a smaller broker.