- We work only with fee-only advisors and we do not compete with you.
- We are obsessed with transparency and value.
- We have no allegiance to any insurance company.
- We spreadsheet compare every recommendation we make.
- We are national experts in the areas of life, disability, and long-term care insurance.
- We believe the purpose of insurance is to cover risks we cannot afford to take.
- We believe that sometimes the best insurance solution is no insurance.
- We do not do any work with clients beyond the work requested by an advisor-partner.
- We keep the advisors we work with informed but do not involve you in sensitive underwriting issues.
- We add real value to your practice.
