Client Success Managers & Advanced Planning

White Swan is more than just a digital platform; it's a holistic service experience. Here's how our Client Success Managers elevate the White Swan journey:

  1. Personalized White Glove Service: Every individual who requests a personal plan through White Swan is paired with a dedicated Client Success Manager. These professionals stand ready to offer a range of services, from answering questions and fine-tuning plans to assisting with applications, underwriting, and managing the entire policy lifecycle.

  2. Expertise at Your Fingertips: Our Client Success Managers aren't just friendly faces; they're seasoned experts. Each one is licensed, well-versed in advanced planning, and has undergone rigorous training to ensure they can address any client need with precision and care.

  3. Flexibility in Interaction: We understand that every client is unique. While our Success Managers are always available for assistance, they respect the preferences of those who wish for a predominantly online experience. In such cases, they work diligently behind the scenes, ensuring everything runs smoothly.

  4. Advanced Planning Support: For clients with more intricate planning needs, our Success Managers step up to offer an even more personalized touch. They collaborate closely with clients or their advisors, ensuring that even the most complex solutions are implemented seamlessly.

  5. Hybrid Service Model: At its core, White Swan champions choice. While we pride ourselves on our cutting-edge digital platform, we also recognize the value of human touch. Clients have the freedom to choose their journey – be it fully digital, a blend of digital and personal, or a comprehensive one-on-one experience.

With White Swan, clients aren't just accessing a platform; they're entering a partnership where technology and expertise come together to deliver unparalleled service.

Last updated