Chicago-based Firm Recognized for Its Holistic Planning Process 

1706 Advisors is a recipient of the 2023 Excellence in Customer Service Award presented by Business Intelligence Group.

Paving the Way

The award honors businesses and individuals for excellent service and for creating resources to aid others in their own success.

We set ourselves apart by delivering a full-picture solution to individuals and businesses with a holistic approach. 1706 Advisors takes pride in providing high-level service and resources to provide our clients with a suite of benefits.

“Customer service professionals and suppliers have had to make significant changes to adapt to our evolving world,” said Maria Jimenez, chief nominations officer of the Business Intelligence Group.

Customer Service Done Right

“The firm stays committed to client’s needs and offers ongoing support ranging from employee benefit onboarding to assistance with ensuring claim payments are made on time.

This comprehensive, customized, and focused care has helped 1706 Advisors maintain a 95% customer retention rate.”

Contact us for more information or assistance with your business or personal insurance planning.

The post 1706 Advisors Wins 2023 Excellence in Customer Service Award  appeared first on 1706 Advisors.

1706 Advisors

BLOG AUTHORS


Stacy Kahan, CLU®, RFC®

Founder

Stacy is the Founder of 1706 Advisors and has led its growth and expansion for over thirty years.

She learned the business from the inside out from her father and went on to start her own…

BLOG AUTHORS


Stacy Kahan, CLU®, RFC®

Founder

Stacy is the Founder of 1706 Advisors and has led its growth and expansion for over thirty years.

She learned the business from the inside out from her father and went on to start her own firm, Lang Financial Group, in 1994. She grew Lang Financial Group (LFG) from a start-up to an established enterprise that has helped thousands of people and businesses protect what they care about. In 2019, she expanded the business even further by bringing in strategic human resource consulting. Stacy is known for her visionary leadership, passion for the business, and ability to solve any problem. She graduated from the Wisconsin School of Business with a degree in Risk & Insurance and Finance, and is a Chartered Life Underwriter at the Masters level. Stacy’s daughters are now leading the business into the future under its new moniker, 1706 Advisors.


Alana Kahan, RFC®

President

Alana is 1706 Advisors’ President, responsible for executing the strategic mission of the firm. She’s known for combining out-of-the-box thinking with operational expertise, creating the big picture vision of the business and then executing ideas to completion.

She leads all new business development, oversees client onboarding to ensure seamless interactions, and manages the firm’s team of experts, employees, and strategic partners. Alana takes a long-term view of client relationships, tailoring practical strategies for them as their needs change and grow, and empowering them with the knowledge to make informed financial decisions today and in the future.


Cara Kahan, RFC®

Chief Executive Officer

As Chief Executive Officer of 1706 Advisors, Cara is leading the third-generation business forward with a commitment to high-level, data-informed client experience.

She works closely with CEOs, CFOs, COOs, and HR directors to ensure their employee benefits and individual insurance programs have the right balance for their goals, work culture, and budget. Cara learned the business from her mother, Stacy Kahan, founder of Lang Financial Group, who learned the business from her father. Prior to her CEO role, Cara worked outside the firm as a banking Vice President, so she has a deep understanding of the business from the client side. She’s known for her commitment to protecting her clients’ bottom line while providing personalized client service. Cara earned a Bachelor of Science degree from the University of Colorado at Boulder – Leeds School of Business, with a focus in Marketing and Entrepreneurship.