Fiduciary Insurance Group is a leading independent insurance brokerage serving fee-only financial planners. Our team provides expertise in the areas of life, disability, long-term care, and Medicare insurance.
What makes us different?
Privately-owned and operated, we are not attached to any one insurance carrier, allowing us to provide advice to our clients free of outside interests
Fiduciary Insurance Group was founded on the principle of always putting our client's interest ahead of our own.
Our team advises on insurance only. We are not financial planners. Our focus is on providing clients with tailored insurance solutions.
Fiduciary Insurance Group is one of the only insurance brokerages in the industry that openly discloses its compensation on all recommendations. We feel this knowledge and transparency allows our clients to make informed decisions when purchasing insurance.
With access to over 100 insurance companies, we have a distinct advantage over our competitors.
They touted the merits of their "primary" insurance company and told you it was worth paying a higher premium. They didn't provide quotes from any other insurance carriers, or maybe only offered a few options. Or they might have told you an expensive whole life insurance policy was the answer to all your problems. An insurance agent like this is surrounded by conflicts of interest to sell you products in hopes of earning company trips, bonuses, and other fringe benefits. Did you get the best deal?
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Really excited to hear our partner @dancraigallison on @MichaelKitces podcast today. Dan’s psychology on referrals… t.co/vTEDdNJKDQ
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