Finding What Matters Most

The right solution starts with asking the right questions.

We begin every relationship by listening and learning, then carefully match products and strategies to your specific needs—that’s the purpose of our entire process.

You tell us about your goals, your preferences, and needs. And by asking specific questions, we will get clear about the next steps.
Once we know your needs, we do the research for you. With access to over 30 trusted insurance companies, we find the best policies based on your health, coverage goals, budget, and the features that bring the most value to your future.
You’ll never be left to figure it out alone. We walk through your top choices side-by-side, explaining each option in clear, simple terms so you can make a confident decision — no pressure, no confusion.
When you’re ready, we handle every step of the application and approval process. You’ll know exactly what’s happening and when. The result? Peace of mind that your loved ones are protected and your plan is secure.
Once your plan is in place, the ongoing service looks like this:
- Follow through on getting your policies
- Availability for questions, any time
- Communication about new products and thoughts through our email newsletters
- Policy reviews and updates yearly or more frequently depending on the type of policies you have.

1. 44% of American households would encounter significant financial difficulties within half a year if they lost the primary wage earner in the family, and 28% would reach this point in only a month.

5 Facts Affecting People’s Choices about Life Insurance.

3. Roughly six in 10 men own life insurance; for women, it’s less than one in five.

2. Eight out of 10 consumers overestimate the expense of getting a life insurance policy.

4. A common reason cited for forgoing life insurance is uncertainty about life insurance; not sure how much or what type to buy (53%)

5. Simplified underwriting, or simplified issue life insurance, allows Americans to get approved for a policy more quickly and easily. Americans would be more likely to seek life insurance coverage if simplified underwriting were used.

Source: LIMRA & Life Happens