Privacy and Confidentiality
Our firm prides itself on the ultimate in privacy and confidentiality. An advisor recently reflected about Life Insurance Nerds by saying;
“ When our client needs $50 million of guaranteed life insurance, but doesn’t want 50 million or 5 or even 1 person to know about it, we count on Life Insurance Nerds. ”
We discreetly shop the top life insurance carriers for the most efficient products available. We do not want to be friends with our clients or advisors. (although we are friendly)
We are Nerds; focused on providing guaranteed efficiency and value. Period.