We offer a simple and clear educational and analysis platform to ensure the best possible insurance protection at the lowest long-term cost.
While most insurance companies sell the coverages people want to fit their budget, they usually aren’t the coverages they need to protect what’s important. That includes their life, their wages and their assets like their home, automobiles and recreational vehicles.
The Holistic Insurance Level Program is a third-party web-based platform providing a credible, scientific, statistical analysis to ensure your policies are adequate, uniform and consistent. That’s what makes your protection level. And that’s what provides customers with the highest level of comfort and peace of mind.
Whether you are an insurance agent, a financial consultant or insurance customer, the Holistic Insurance Level Program will provide immense value. Click on the appropriate box below to see how you can benefit.
See How the Level Program Can Work for You
Agents & Brokers
Educate your customers, validate your long-term risk protection strategy and grow your business.
Insurance Companies
Enable your distribution network to be viewed as trusted advisors and not just commodity salespersons.
Financial Planners
Provide your clients with value-added services and better meet their financial/ asset protection goals.
Accountants
Provide value-added services to your clients and help them to protect their assets at the lowest possible long-term cost.
Consumers
Educate yourself about the best way to manage risk with a long-term strategy to protect your assets with the appropriate insurance coverages.