Our Philosophy – Transforming the Experience
Every member of Greenberg, Wexler & Eig understands that your insurance needs come first. We listen to your opinions and concerns. Because life insurance is deceptively complicated, we use a consultative approach to help you to develop a creative, customized solution that fits your needs. We help you through the underwriting process and then assist you in implementing. But most importantly – we will remain with you from beginning to end, checking in with you on a regular basis to make sure that the plan is performing effectively and monitor any changes to your situation.
GWE works with a wide variety of insurance carriers in the marketplace. With multiple carrier representation, access to proprietary products and excellent in-house research and knowledge, we have the ability to provide objective advice that can lead to a better underwriting outcome that enhances long-term results.
Our History – Over One Hundred Years of Combined Experience
During the 1990s, most traditional insurance carriers began to shift the focus of their career agents away from life insurance and more towards “financial planning.” The goal was to create a system to gather assets under management. For some people, this strategy was adequate, but it failed to address the needs of the affluent and ultra-affluent client who required specialized expertise in the acquisition and funding of large life insurance contracts. When Scott Greenberg and David Wexler met in late 1999, they immediately realized that they shared a common vision of building an independent, multiple-carrier insurance brokerage firm where life insurance was the main focus of their practice and their clients’ goals and objectives were put first. In July 2001, Scott, David and Keith Eig joined together to create Greenberg, Wexler & Associates. A short two years later, Keith became a partner and the name was changed to Greenberg, Wexler & Eig, known today in the community as GWE.
Today, Greenberg, Wexler & Eig is still dedicated to the firm concept. Each partner and associate is responsible for a particular area of expertise in the insurance and benefits field. Because of this structure, every single client of GWE has the benefit of receiving the firm’s best thinking in order to produce the most effective solutions.
Whether securing a term life insurance policy to mitigate a temporary risk or funding a trust for a long-term commitment, the staff and associates at Greenberg, Wexler & Eig are dedicated to providing you with the best possible outcome for your unique insurance requirements.