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An introduction to AboveBoard's Life & Disability Insurance Business!

Founder & CEO
Wallis is a mom who spent 10+ years at Goldman Sachs as a banker and investor. She founded AboveBoard as a "safe harbor" where people are treated with integrity and can make big decisions with ease and clarity. AboveBoard's interactive Parents' Financial Guide helps you make the right decisions for your family.

When I left Goldman Sachs just four months before the birth of my first child, top of mind was just how crappy the experience of getting life insurance had been. There was so much bad advice, and so many so-called professionals who were obviously trying to maximize their commissions or just didn't really understand what they were selling.

I believed there had to be a better way.

Today, I'm delighted to share that AboveBoard Financial has AboveBoard Insurance Services - a licensed independent insurance brokerage that does something incredibly rare in the industry: we put your best interests first. We make getting insurance delightful.

We educate and advise rather than sell. We adhere to an unprecedented level of transparency. We are analytically rigorous and facts-based. And we are completely BS-free. 

We strive to make sure that working with us is everything it should be: expert, ethical and enjoyable.

I made this short video to share how we're different and how we can help.

Visit our Life Insurance Guide when you're ready to get started.

Ready to check Life Insurance off your to do list?
Visit our interactive life insurance guide to get started.
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AboveBoard Insurance Services LLC is an independent insurance broker and wholly owned by AboveBoard Financial Inc.