Our Philosophy

We know trust isn’t easy to gain and it is all too easy to lose. That’s why we work hard to earn it and even harder to keep it. We collaborate with our clients and their advisors to help ensure that our life insurance solutions enhance the bigger picture. We focus on planning and purpose, not just product placement. 

Unlike other financial assets, the cost of an insurance policy depends on the health of the insured. Without establishing insurability, premiums are just numbers on a page. While most insurance firms apply directly to only one insurance company and obtain just one offer, we cast a wide net into the insurance marketplace for our clients, reeling in dozens of underwriting offers. 

The placement of a life insurance policy marks the beginning, not the end of our client relationships. When we complete a life insurance acquisition, we deliver a promise to oversee the plan and policy we placed. We meet with our clients and their advisors periodically to help ensure that a policy acquired today is still the best fit for years to come. 

View Our Transparent Planning Model