We believe in providing the greatest level of transparency possible, whether that’s on our compensation and commissions, our funding for non-profits, or the insurance coverage you’re getting.
We love planning and using methodically tested approaches to create a personalized plan for you. With our Right Way Path approach, you can trust that the plan picked for you is based on long-term stable business, financial, and philosophical principles and not on us making the greatest commission or choosing the latest insurance trend.
The Seven Generation Philosophy
In the world of insurance, ensuring the continuity of your wealth and assets for future generations is vital. Our Seven Generation Plan means our decisions are based on the longevity of our business so that we can provide Space to Breathe to you and the generations beyond.
Using Business as a Force for Good
We’re taking the lead in how business can be used as a force for good. As a certified B Corporation, we use our business to create a positive impact for our employees, communities, and environment.
Who We Serve
We believe being protected with insurance is important for everyone. We can help you with your needs, no matter who you are.