Who We Are
Our purpose is to radically change the experience of buying and owning life insurance by taking a “long-road” approach to how life insurance is offered and implemented. Through all the bumps, turns and surprises that can take place over one’s lifetime, we intend to be there, every step of the way, ensuring that policies continue to meet evolving needs.
We believe that creating a superior client experience begins internally with a healthy culture that fosters growth, collaboration and innovation. There are three main building blocks upon which our culture was established, each representing one of our core values and providing guidance in all that we do:
- Telling the truth
- Simplifying complexity
- Building lasting, mutually beneficial partnerships
We are an advisory-based team of highly skilled professionals dedicated to making the life insurance experience exponentially better for clients. We work closely with our clients and their most trusted advisors to ensure their life insurance plans are designed to meet their unique needs today. We then monitor the plans regularly to ensure their coverages continue to help them accomplish their goals in the future.
CFP®, CLU®, President and CEO
JD, Managing Director
CFP®, Director, Insurance Services