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

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.

Wallis is the Founder & CEO of AboveBoard Financial, a company reinventing investment advice and insurance with revolutionary transparency and honesty. Wallis spent over 10 years at Goldman Sachs as an investment banker and hedge fund investor in financial institutions. She founded AboveBoard to cut through the BS and present important choices with clarity and compassion. Wallis lives in New York City with her husband and two young children.

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