Our Story

How We Work

Our network of licensed professionals are able to work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” virtually online, but we can also share computer screens so that we are all on the “same page.” That way, you can see first-hand how various life insurance strategies may work for you and your specific legacy planning goals. We do our best to take the mystery out of finding the best life insurance options for your legacy by answering some of the most commonly asked questions in a simple, personalized way. All of our meetings are conducted over the phone and virtually, which means you do not need to leave your home or have to visit any of our experts in an office.

Feel free to reach out if you are looking for life insurance guidance to help you reach your legacy planning goals.

Our Values

We believe in helping our clients live long, healthy, meaningful lives fueled by finding balance between the mind, body, and soul. Our personalized content is created to help you learn ways to reduce stress and achieve a higher quality of life.   

We believe in education.  We individually vet everyone in our exclusive network. Our network has been built by our Founder, Sapna’s personal one-on-one relationships with industry leading professionals. These highly valued professionals are the best in their fields. We promise to always point you in the right direction if there is something we cannot help you with.  

We believe in giving. We support a number of charitable organizations through sponsorships and donations. If you have an organization you would like for us to consider supporting, please contact us here.