ARI ADVISORY SERVICES

ARI Advisory Services, an affiliate of ARI Financial Group, is a new insurance advisory firm specializing in partnering with insurance advisors and agents, both domestically and internationally. Our objective is to provide advanced insurance solutions to high-networth and ultra high-net-worth individuals and families, specifically utilizing Premium Financing.

 

With the intention to assist advisors sell, implement and service premium financing strategies, our purpose is to give insurance advisors and agents a platform to access ARI’s expertise and to educate and empower them to provide responsible and sound solutions to their clients.

THE ARI WAY

Our clients receive only the highest level of skill and expertise when partnering with us.

THE ARI WAY

Our clients receive only the highest level of skill and expertise when partnering with us.

01

INITIAL DESIGN

Strategy specifically tailored to each client's objective.

02

IMPLEMENTATION

Seamless underwriting process conducted by an ARI expert.

03

SERVICING

Propietary grading system to help evaluate policy performance.

OUR TEAM OF ADVISORS
ERIC BOUSKILA

Principal / CEO

Eric Bouskila is recognized as one of the top leading advisors with the largest mutual insurance companies in the country, consistently breaking the record for life insurance production year after year and a recipient of Guardian’s Top Advisor Nationwide Award for the last seven consecutive years.

PETER HARJES, CFP®

Chief Financial Strategist

Peter Harjes, CFP®, is our Chief Financial Strategist and Head of ARI Advisory Services. With fifteen years of experience in the insurance industry, Peter utilizes his expertise to devise how clients can accommodate and benefit from including insurance solutions into their overall financial and estate plans.

JEANNE LECONTE

Business Development Manager

Jeanne Leconte is responsible for developing agent relationships and end-to-end case management. She has an extensive legal background and synthesizes her various disciplines to develop customized planning solutions and unparalleled 360-degree strategies on behalf of her clients.

ACCESS TO OUR EXPERTISE

ARI has consistently been a leader with Guardian and other top mutual carriers for the past 10 years, not only in premium financing but in nationwide life insurance production.

We have a unique ability to implement solutions extremely quickly.

ACCESS TO SOPHISTICATED LENDERS

ARI has developed relationships with a platform of over 2 dozen top-tier lenders, including both private banking and traditional premium financing lenders, with preferred lending rates.

ACCESS TO PREFERRED UNDERWRITERS

We know how to properly present each candidate to underwriters who understand the strategies we implement, understand the clientele we work with and have tremendous comfort with cases we submit.

ACCESS TO OUR HIGHEST-LEVEL SERVICE PLATFORM

Servicing is crucial to implementation. Our concierge servicing, along with our proprietary performance monitoring, provides for the most optimized premium financing solution available in the market.

ARI Financial Group ARI Financial Group
Affiliates Abroad Affiliates Abroad
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INTERNATIONAL CLIENTELE

WHERE WE EXCEL

At ARI we recognize that global citizens require high-level financial planning and unique solutions that are focused on each individual’s specific needs. Our expertise for the foreign national clients is supported by physical global presence and a multilingual staff who have a deep understanding of international tax implications, global financial structures and the ever-changing political climate, including an in-house dedicated LATAM bilingual team that can cater to your Latin clients.

 

We have the experts and team structure in place to ensure that our foreign national client’s needs are resourcefully managed. We have a unique ability to obtain coverage for Global Citizens and tremendous experience in positioning the benefits of this product to international clients.

LEARN MORE ABOUT OUR GLOBAL PRESENCE

HOW WE CAN HELP
TRUE PARTNERSHIP

Our partners receive only the highest level of skill and expertise when working with us. We are an innovative group of seasoned financial professionals, who pride ourselves in finding the best solutions for our clients.

 

We believe in a true partnership, let’s optimize your business opportunities together. We offer you access to the ARI platform, including all its features and the ARI ability and experience to handle the case entirely.

 

Additionally, this partnership allows the advisor to sit on the same side of the table with the client and act as an advocate and not a salesperson.