Pricing
Look, we get it. You're not shopping for insurance like you're buying cereal. You want to know exactly what you're paying and why. That's why we keep our pricing straightforward. No hidden fees. No surprises when you open the bill. Just honest numbers for real protection.
Foundation
Perfect if you're just starting to think seriously about protecting what you've built. Covers the essentials without the complexity.
- ✓ Basic asset protection review
- ✓ Life insurance needs analysis
- ✓ Annual policy review
- ✓ Access to our secure document vault
- ✓ Email support (24-hour response)
- ✓ Estate planning questionnaire
Guardian
Our most popular option. You get serious protection without paying for bells and whistles you don't need. Most people find their sweet spot here.
- ✓ Comprehensive wealth assessment
- ✓ Multi-policy coordination strategy
- ✓ Quarterly check-ins with your advisor
- ✓ Tax-efficient insurance planning
- ✓ Trust and estate documentation support
- ✓ Priority phone support
- ✓ Beneficiary updates and alerts
Fortress
You've got complicated finances. Family dynamics. Multiple properties. We build a custom plan that actually reflects your real life.
- ✓ Dedicated wealth advisor assigned to you
- ✓ Custom insurance architecture design
- ✓ Monthly strategy sessions
- ✓ Business succession planning
- ✓ International asset considerations
- ✓ 24/7 access to your advisor
- ✓ Full family wealth meeting coordination
Pricing FAQ
Do you charge extra if I need to make changes during the year?
Nope. Policy reviews and adjustments are included in your monthly fee. Life changes. Your insurance should too. We handle it without nickel-and-diming you.
What happens if I want to switch plans mid-year?
You can upgrade or downgrade whenever. We'll prorate what you owe for the month and adjust your next payment. It's that simple. No penalties. No arguing about it.
Is there a contract I'm locked into?
You can cancel anytime with 30 days notice. We'd rather earn your business every month than trap you in a contract. If we're doing our job right, you'll want to stay.
Do you offer any discounts for paying annually?
Actually, yes. Pay your year upfront and you get 12% off. Not huge, but it adds up. Plus it's one less thing to worry about every month. Some people appreciate that peace of mind.
Need a Custom Solution?
Contact us to discuss your specific requirements and get a personalized quote.
Contact Sales