Howard Ebo is the Managing Partner of Commonwealth of Atlanta – a company that was formed to address the needs of individuals, executives and small to midsize companies (with revenues between 300K and 15M) that were underserved by larger financial institutions. Here Howard tells us more about the company, the services that it offers and the most common challenges that it is faced with.
Please tell me a little about the typical insurance matters Commonwealth of Atlanta deals with?
At Commonwealth of Atlanta we specialize in all types of risk management through insurance. Dependant on a client’s needs, we may recommend term life, universal life, variable universal life, whole life and/or disability income insurances for protection. We take a 21st century approach to addressing client and business needs by examining their entire financial picture and then helping them towards their unique goals. We provide solutions utilizing our strategic partners in advance planning, insurance concepts, and product partners to help solve for client’s concerns resulting in peace of mind. We specialize in four core areas:
- Wealth Accumulation
- Risk Management
- Tax Reduction Strategies
- Retirement and Estate Planning
In fact, we were recently featured in the Wall Street Journal, Atlanta Wealth Guide, which highlighted our 21st Century service oriented approach to servicing clients.
What would you say are the specific challenges of assisting clients with insurance?
Our 21st century approach to address business owner’s needs is remarkable. We strategize with our internal experts to provide advance planning concepts which helps our clients view insurance as protection as well as an asset to their long term plans.
What strategies do you implement to minimize financial burdens in regards to insurance packages?
Our 21st century approach allows for flexibility and creativity when coming up with recommendations for clients. Our access to premiere advance planning experts allows us to bring our best collective thoughts and strategies to consider.
What are the particular challenges that insurers in the US have been facing over the past year in relation to changes in what customers expect in terms of products and services?
Consumers have been faced with a need to know more as they take on more financial responsibilities; some of which may have been covered or shared with an employer in the past. At Commonwealth of Atlanta we believe in educating our clients to help them make informed decisions for their families and businesses. Whatever the situation is, we help educate and close gaps by providing personalized service.
How are you currently lobbying or working towards the development of new insurance regulations or permissible strategies in the state of Atlanta, or nationally?
Many of our agents at Commonwealth of Atlanta are active members in national financial associations to stay abreast and adapt to changes in regulations. All of our agents complete continuing education in the financial industry, which enables them to bring the most current thinking and best strategies to serve our clients.
Can you tell us about your involvement in the community and its impact?
At Commonwealth Atlanta we support and encourage individual and group activities in support of our community. Our agents work on passion projects such as Atlanta Community Food Bank, Open Hand and many more, volunteering their time and talents.
Address: 5909 Peachtree Dunwoody Road, Building D, Suite 990, Atlanta, GA 30328
Phone: (+1) 678-342-3100