top of page



The 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®
bottom of page