Director of Client Service

Allison Rossi

Allison Rossi is Director of Client Service and is responsible for strengthening relationships in her liaison role with the insurance carriers, policy holders and their advisors.

Allison began her career with AUCTORIS in 1999 and over the past 20 years has maintained a personal relationship with clients and their advisors, down to the detail of even remembering their cat’s names, in addition to their dates of birth.

With over $1.2B of in-force life insurance under management, she manages a process which is consistent with our firm’s mission to provide efficient, effective and proactive policy service. This includes a method of analyzing a client’s life insurance portfolio to determine current policy performance, monitoring the financial stability of the life insurance carriers, as well as collaborating with our insurance specialists to provide information on newer products that may better align with the clients’ goals and objectives.

In her free time, Allison enjoys traveling, listen to audiobooks and watching classic movies.  She is also active with local non-profits in helping feral cats with TNR initiatives and socialization.

We understand our client’s time is valuable; our Client Service Department offers the highest level of service and addresses any client requests in a professional, courteous and timely manner.

Allison can be reached at Allison.Rossi@Auctoris.com

our dedication to clients

Policy Service

AUCTORIS is committed to providing our clients with efficient, effective and proactive service with their insurance policies. We believe in holding strong relationships with policy holders and their advisors long after the initial insurance purchase. Our persistence continuously drives us to deliver outstanding value and service to our clients, while we continually evaluate our performance to ensure improvement to our processes. AUCTORIS will continue to monitor policies acquired through us as needed, along with keeping up to date on the financial stability and product enhancements of each life insurance carrier.

AUCTORIS customizes the insurance to your specifications and we adeptly manage it over time. As your personal circumstances and estate, income and capital gains taxes can change so may your insurance strategy. Our client service department offers the highest level of service to address your concerns and requests in a professional, courteous and timely manner.

We will periodically meet with you and your advisors to review your policy’s performance, premium history and purpose. A life insurance policy review allows us to manage and adjust where warranted to keep up with your needs and goals. We will help you identify the steps and items that need to be addressed to bring or keep your policy up-to-date.

We are proud of the extended relationships we have maintained with our clients over the years and with multiple generations of the same family. We are committed to your family and your business’ continued success.

For questions about our unparalleled customer satisfaction and service, please contact Allison Rossi.

Disclosures

Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Auctoris is independently owned and operated. Auctoris is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.

Check the background of this firm and/or investment professional on FINRA’s BrokerCheck

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.  CA Insurance License #0B71087

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

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