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The aphorism, "As a man thinketh in his heart so is he," not only embraces the whole of a man's being, but is so comprehensive as to reach out to every condition and circumstance of his life. A man is literally what he thinks, his character being the complete sum of all his thoughts.
As A Man Thinketh
by James Allen
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Sign-Up Bonus Promotion

To promote our company growth as well as our growth of charitable giving in our Good Karma Program , is offering a sign-up bonus donation promotion made on your behalf at no cost to you to one of our Good Karma Program Partners.

By either designating Stepping Stone as your Broker of Record, or by allowing us to write a new group health insurance or individual health insurance policy for you, we will donate $5 per employee for group health insurance policies or $5 per insured on an individual health insurance policy to the Good Karma Program Partner of your choice.

Each group health insurance or individual health insurance policy we write directs more funds directly to the progressive causes that we support. This donation is our sincere thanks to you for assisting us to achieve our charitible giving goals.

Broker of Record

If you or your business already has an existing individual health insurance policy or group health insurance policy , Stepping Stone can assume formal responsibility for that health insurance plan with a simple Broker of Record Letter.

Click here for a printable BROKER OF RECORD LETTER

All you need to do is copy the following text to your letterhead, include your group health insurance policy or individual health insurance policy information and fax it to us at (310) 734-1796. A Stepping Stone Insurance Services representative will contact you upon receipt to discuss the details of our service and to send you a welcome kit.

Sample Broker of Record Letter

Date, 2005


Re: Carrier: ___________________________ Policy #:__________________

Re: Carrier: ___________________________ Policy #:__________________

To whom it may concern:

Our organization/business is insured with your company under the group policy/policies listed above. Effective immediately I wish to appoint the following agent and insurance company as our agent of record:

Stepping Stone Insurance Services
License # 0E05656
8023 Beverly Blvd. #5-325
Melbourne CA 90048
(866) 420-4606 Phone - (310) 734-1796 Fax

Please correct your records to indicate this appointment and send written confirmation when completed.

Thank you for your attention to this matter. If you have any questions, please do not hesitate to call or E-MAIL US.

Sincerely,

Click here for a printable BROKER OF RECORD LETTER

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