Our Approach

It’s time to change the way you think about life insurance.

We employ out-of-the-box thinking to turn what most people consider a death benefit into wealth and security while you are still here to enjoy it. 

Uncommon Thinking

Forget everything you have heard about life insurance – the good, the bad, and the ugly.  Chances are, you haven’t yet explored building wealth in the ways we help our clients every day.   We’re not simply talking about socking away money in a whole life policy – we bring unique strategies that change the game completely.

Relationships

Relationships are the cornerstone of our business.  We don’t simply sell to our clients, we spend time with them, we deliver value, and we actively manage their strategies.

We have also developed and continue to nurture close relationships with underwriters to get the very best pricing and terms for our clients, so they can leverage our strategies to the fullest.

Finally, we build relationships with complementary advisors and service providers, so we know our clients are in good hands whenever we refer them to another professional. As active and engaged members of your strategic financial team, we want to ensure we’re a resource for you, no matter what your needs may be.

Inspiration

We have read two books that really changed our thinking - and we share them often with customers and partners.  To understand why we do what we do, and how we approach our work with clients, please check out The Power of Zero Movie by Doug Orchard, The Power of Zero by David McKnight and Becoming Your Own Banker by R. Nelson Nash.