KANSAS CITY, MO. November 17, 2020 – Mylo, a Lockton Company, has been selected by the industry-leading financial advisory firm Charter Financial Group as their exclusive personal lines and commercial insurance partner. Charter Financial Group provides dynamic financial planning for its clients. Digital insurance agency Mylo will provide the comprehensive review of property and casualty coverages that are critical to a holistic financial plan.
“As part of our planning process, we look to mitigate risk that would keep our clients from achieving their long-term financial goals,” said Elizabeth Liechty, Cofounder, Charter Financial Group. “Partnering with Mylo has become even more crucial in the digital world and will help us ensure our clients have the right insurance types and amount of coverages for every stage of their personal life and business needs.”
“Mylo and Charter Financial Group are well positioned to meet the needs of clients who prefer to consult with their advisors digitally,” said Chadwick Watson, Cofounder, Charter Financial Group. “This is an ongoing trend that has only accelerated during the coronavirus pandemic.”
Mylo finds personalized policies for clients by using a proprietary data-driven recommendation engine that matches ideal coverage with A rated carrier options for multiple needs, including business, auto, home, boat, rental, umbrella and more.
“The Mylo platform guides our clients to the exact coverage levels they need to protect their financial assets in the future,” said Mylo CEO David Embry. “We’re excited to partner with Charter Financial Group because they do an outstanding job of helping people make holistic financial plans, and we can contribute to their success with expert insurance advice.”
Amy Mathis, VP of Strategic Alliance for Lincoln Financial Network, said, “The partnership with Mylo will allow our financial professionals to provide a full view of risk management coverage for all of a client's assets and needs. We know that at any moment assets can be impacted, which could have a dramatic effect on long-term financial plans. Mylo will provide top notch tools and services to protect those assets.”
Mylo is a digital one-stop-shop that makes it easy for businesses and individuals to compare and purchase top-rated insurance products from multiple carriers, including business, small group benefits, home, auto, life and individual health. Launched in 2015 by Lockton, the world's largest privately held independent insurance broker, Mylo offers expert insurance recommendations online or on the phone with licensed agents. Mylo can be easily integrated into a partner's customer experience, providing a proven boost in customer engagement. For more information, visit ChooseMylo.com
About Lincoln Financial Network
Lincoln Financial Network is the marketing name for the retail sales and financial planning affiliates of Lincoln Financial Group and includes Lincoln Financial Advisors Corp. and Lincoln Financial Securities Corp., both members of FINRA and SIPC. Consisting of approximately 8,900 representatives, agents, and full-service financial planners throughout the United States, Lincoln Financial Network professionals can offer financial planning and advisory services, retirement services, life products, annuities, investments, and trust services to affluent individuals, business owners, and families. Lincoln Financial Group is the marketing name for Lincoln National Corporation (LNC) and its affiliates. Find us on LinkedIn, Facebook, Twitter, and YouTube.
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