Our Process

  • Transparency - Product, process, and compensation
  • Collaboration - Integration of life insurance planning into overall generational wealth plan
  • Access and leverage - Ability to access more carriers and help obtain favorable underwriting
  • Value - FAP is compensated by carriers; there is no additional cost to clients to work with us
  • Accountability - Advisors need a reliable professional resource dedicated to providing results
  • Back office - Investment in people and technology allows us to manage the entire process in-house