Insurance Whisperer

A Better Way To Insurance®

A Fiduciary Insurance Review and Planning Service for Professional Advisers:

Attorneys

Trustees

Financial

Advisers

Tax

Professionals

Insurance Whisperer Services

Policy Review

and Analysis

Individuals, Trusts, and

and Business Policies

  • Life Insurance

  • Annuities

  • Long-Term Care

  • Disability

Insurance Planning

  • Survivorship

  • Key Person

  • Trusts

  • Extended Care (LTC)

Advanced Estate Planning

Strategies Include

  • Discounting

  • Leveraging

  • Gifting

Individuals, Trusts, Businesses

Affluent Families w/Net Worth More Than $10M

We Can Help

 

When a client or Trust should have an independent, documented review

of an existing life insurance policy or annuity.

 

 

When a client needs an approach to help mitigate estate taxes,

preserving assets and wealth for beneficiaries.

 

 

When a client seeks help with insurance questions: Do we have

too much, too little, insurability, what could we be missing?

 

 

When you or your client seek best price and

underwriting from dozens of carriers for a new policy.

How is Insurance Whisperer  Different? 

  • Fiduciary-centered process

  • Provide advisers with a consistent, documentation due diligence process

  • CERTIFIED FINANCIAL PLANNER® Standards

  • Independent, Licensed Brokers (Can offer Traditional, No-Load, Fee-only Insurance)

  • Long time, honored academics and award-winning  planners

  • Insurance Whisperer is a Better Way to Insurance®

Six Tools that

Simplify Reviews

and Selection

Meet

Insurance

Whisperer

  • LinkedIn - White Circle
  • Facebook - White Circle
  • Twitter - White Circle
CONTACT
CONNECT
SUBSCRIBE TO NEWSLETTER

Insurance Whisperer Assoc., LLC

2400 Camino Ramon Suite 175B

San Ramon, CA 94583

Tel: (925) 255-0700

ZOOM REMOTE CONFERENCE

© 2018, 2019 Insurance Whisperer Associates, LLC.

Wealth Preserve®, Courtesy Check®, Premium Check®, Insurance Matters®, Trusted Values. Valued Advice.®, and A Better Way to Insurance® are federally registered in the United States Patent and Trademark Office.