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Since 2005, we have worked with advisors across the U.S. who understand the importance of addressing the risks their clients face, but do not work directly with insurance products.
What makes us different?
Our goal with every client is simple: to find the most cost-effective insurance solution in the market for the need being addressed. We are obsessed with transparency and value. We always illustrate and recommend the lowest cost product in the market, unless the lowest cost product has inferior policy provisions or is offered by a company that fails to meet our minimum financial strength requirements.
We have no allegiance to any insurance company and we spreadsheet compare every recommendation we make. We work only with fee-only advisors and we do not compete with you.