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The AboveBoard Difference in Life & Disability Insurance
Founder & CEO

Here at AboveBoard Financial, we started AboveBoard Insurance Services to be different and better than what's "normal" in the insurance industry.

Misinformation and hidden incentives are a big problem, resulting in a lot of people getting terrible advice about insurance. I know, I started receiving it myself when I became a prospective client. As a financial services expert with over 15 years experience in the industry (10+ at Goldman Sachs), I felt equipped to defend myself from such "advisors", but most people are not, and it was still a huge headache for me. I was determined to build a better way.

AboveBoard Insurance Services is the independent life & disability insurance brokerage agency that I always wanted: ethical, smart, and tech-forward.

Our promise: We put your best interests first

Unlike other insurance broker agencies, we relentlessly advocate for you and always place your interests ahead of our own. That means we try to save you money, even if we make less money. Our Client Stories share real examples of how we do things differently, saving clients lots of money and setting them up well for the future.

Our smarts: We are analytically rigorous and totally transparent

Rooted in our founder’s 10+ years at Goldman Sachs as a financial services sector expert, we are quantitatively rigorous and have a deep understanding of the relevant details and the numbers. We’re also totally transparent, and love helping clients truly understand (regardless of where you're starting from), so you are informed and confident.

Our speed: We respect your time

You’re busy, you want to get this done. It’s our job to know what we’re talking about, answer your questions clearly & promptly, and stay on top of your application process.

Our service: We deliver high-end advice and a level of service normally reserved for the few

We give you thoughtful, personalized insurance advice that is usually reserved for an elite few, putting your insurance needs in the context of your overall financial life. We also offer thoughtful "extras", like personalized summaries of coverage and emails to send your beneficiaries or trustees.

Our technology: We don’t like using printers or fax machines either

We’re fully online and avoid shuffling paper. And many of our processes run on proprietary software that enables us to do things faster and with fewer mistakes than our peers.

To get started with life insurance, visit our interactive life insurance calculator. For disability insurance, drop us a note at concierge@aboveboardfinancial.com , as that part of our business is not yet online. 

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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