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This is What an Ethical and Smart Insurance Brokerage Looks Like
Founder & CEO

When I first went looking for life insurance, I was expecting my first child and working as a hedge fund investor in financial institutions at Goldman Sachs. 

Expert in the insurance industry's inner workings, I was struck by just how miserable it was to navigate as a consumer:

BS sales lines and obfuscation abounded. 

There was no transparency or thoughtful advice.

And there was zero client advocacy. 

When the carrier I applied to jacked up the price on me, the agent basically shrugged his shoulders (insider tip: worse pricing for me directly translated to a bigger commission for him).

I had to write the email negotiating with the carrier myself. (Side note: it worked. I got upgraded to better pricing. My so-called agent was not happy.)

I was appalled, and knew there had to be a better way.

So after I founded AboveBoard, we built AboveBoard Insurance Services, our independent life & disability insurance brokerage, which is relentlessly analytical and committed to affecting the best outcomes possible for our clients.

I'm proud to share a couple of our client stories with you - we are doing things completely differently. And better. By putting our insurance clients’ best interests first.

The Mom We Saved 50% by Not Giving Up

The Dad We Saved 40% by Putting His Youthful Indiscretions in Context

If you have loved ones who depend on the income you earn or care you provide for free, our interactive life insurance guide will help you figure out the right life insurance coverage amount for you. All you need to do is answer a few easy questions, and you'll get personalized advice and unprecedented transparency.

AboveBoard also handles disability insurance (both for individuals and employer groups) & more complex life insurance cases, such as permanent insurance (whole life, universal life, etc.) and group life plans for employers. Those are offline today, but we apply the same maniacal focus on facts-based analysis and client advocacy.

If you need help with or have any questions about life or disability insurance, get in touch with us at concierge@aboveboardfinancial.com

We'll be regularly posting tips to help busy people make smarter financial decisions, so check back soon and find us on LinkedIn, Twitter and FaceBook!

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.