Insurance for The New Age
The financial advice landscape has changed, and with that change, more clients want a comprehensive client experience. An experience centered on total financial life planning. The days of having an insurance agent, investment adviser, and other financial professionals providing fragmented advice are over. For this reason, we created The Comprehensive Advisor, which helps advisors incorporate the risk management conversation into their practice. We offer life insurance, fixed annuities, long-term care, and disability insurance from all the top carriers and provide hands-on support for you and your staff. We offer commission and fee-only solutions. Our fee-only solutions allow fee-only advisors to offer insurance without compromising their fiduciary ethics.
A Trusted Partner
We are passionate about working with successful financial advisors and the clients they serve. We focus on working closely with the firms and advisors we serve. We place a high value on relationships, process, and partnership. We take pride in being proactive, transparent, and delivering you reliable hands-on support. Our goal is to be your trusted partner that gets to know you and your business and helps you seamlessly integrate the risk management conversation into your practice.
The Right Fit for You
Helping you deliver a comprehensive client experience is our primary goal. We realize firms have different visions, beliefs, and comfort levels when addressing the risk management conversation with clients. For this reason, we have created three simple ways for us to work with you. Each option provides you access to the same infrastructure and people that are committed to exceptional service, expertise, and passion. Each option allows you to execute on a comprehensive commitment to clients but allows you to find the right fit for you and your business.

Want to learn more?
Let’s start a conversation.