The Insurance Whisperer
A Better Way To Insurance®
A Fiduciary Insurance Review and Planning Service for Professional Advisers:
Insurance Whisperer Services
Individuals, Trusts, and
and Business Policies
Extended Care (LTC)
Advanced Estate Planning
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?
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®