Insurance should provide clarity and protection, not confusion and conflicts of interest.

Fiduciary Insurance Group is an independent insurance brokerage providing transparent, client-centered insurance solutions to fee-only financial planners and their clients.

Our 5 Key Differentiators
unbiased advice

Independent & Objective

We are privately owned and unaffiliated with any insurance carrier, enabling us to offer advice that remains free from outside influences and purely focused on our clients' needs.
client-focused solutions

Foundation of Trust

Fiduciary Insurance Group was established with a commitment to always prioritize our clients’ interests above all else, making their needs the foundation of our work.
specialized service

Insurance-Only Focus

Our team specializes exclusively in insurance, not financial planning. This focus allows us to provide customized insurance solutions tailored specifically to each client.
transparent fees

Compensation Disclosure

Fiduciary Insurance Group is one of the few in the industry that fully discloses compensation on all recommendations. This transparency empowers clients to make well-informed decisions about their insurance options.
large network

Expansive Access

With partnerships across over 100 insurance providers, we offer a wide array of choices, giving our clients a distinct advantage in selecting the best solutions for their needs.

Simple, Transparent
& Straightforward

The Fiduciary Insurance Group planning process can be
summarized by what we won’t do, and what we will do:
What We Will Do
What We Won’t Do
Transparency & Approval
Our commitment to transparency ensures you know every detail, and we never proceed without your consent.
  • disclose all fees upfront
  • get your approval first
  • maintain open communication
  • provide full clarity on actions
  • keep you informed every step
Client Respect
We understand the importance of your client relationships and will handle them with the utmost respect, offering tailored insurance planning solutions that complement your services.
  • handle clients with care
  • provide tailored solutions only
  • protect the trust you’ve built
  • enhance your value to clients
  • act as a seamless extension
Responsiveness & Options
We value timely communication and will provide comprehensive options, making insurance planning straightforward and informed.
  • respond quickly to inquiries
  • present the best options available
  • offer regular updates on progress
  • simplify decision-making for you
  • communicate proactively and clearly
Interference
We are committed to preserving and respecting the relationships you have with your clients. We operate in a way that ensures we complement your work without causing disruptions or overstepping boundaries.
  • won’t disrupt your client relationships
  • won’t overstep our boundaries
  • won’t compromise the trust you’ve built
  • won’t change your service experience
No Investment Products
Our expertise lies solely in insurance planning. We will not venture into investment product recommendations or interfere with your role as a financial planner.
  • won’t sell or recommend investments
  • won’t disrupt your financial planning
  • won’t blur the lines of our expertise
Fringe Benefits
To maintain our independence and objectivity, we refuse to accept any perks or incentives from insurance carriers. Our loyalty is to you and your clients, ensuring ethical and unbiased service
  • won’t accept perks from carriers
  • won’t compromise our ethics
  • won’t put our interests first
  • won’t accept hidden incentives