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About Us: Financial Professionals with the Right Credentials

Certified Financial Planners for Life Insurance Planning

Advisors Insurance Direct is a team of Professional Advisors who provide recommendations and one-on-one guidance to people who are looking for the best insurance policies at the least expensive rates in the industry. Our company is distinguished by the fact that you the consumer will only work with some of the most highly qualified people, including Certified Financial Planners, Chartered Life Underwriters®, and Chartered Financial Consultants®, who understand every detail of the industry. That means that you can be certain that you are getting the best advice and the best policy for your particular needs.

We have access to over 100 of the highest rated insurance carriers in the industry and a range of services and products available to suit our diverse client pool. You can either contact us through our website or give us a call if you want to get in touch with one of our highly qualified advisors even sooner. We can provide you with everything from a term life insurance quote to offering the advice you need to secure your financial future.

Certified Financial Planners & More

At Advisors Insurance Direct, we serve each of our customers by assessing the products available in the market based on price and ratings, and then identify the ones that are most likely to address our client’s particular needs. Our team has contacts with over 100 insurance companies, which are vetted for compliance with the highest standards. In this way, we help you find policies that you can rely on in those moments when it is most needed.

The fact that all of our agents have an advanced degree in the realm of financial service advice means that you are getting the best information available. There are three broad categories of qualified professionals that work on your behalf.

  1. Chartered Life Underwriters® (CLUs®)
  2. Chartered Financial Consultants® (ChFCs®)
  3. Certified Financial Planners (CFPs®)

Our financial professionals not only have great qualifications, but also understand the market in unique ways. Their experience means that Advisors Insurance Direct can help you identify options that are not immediately obvious. We always ensure that our Certified Financial Planners and other qualified Financial Professionals understand your needs and respond appropriately.

Certified Financial Planners: Request Life Insurance Quotes

Why You Need Help from Experienced and Qualified Financial Professionals

Unlike “call center” agents, we only utilize highly educated Certified Financial Planners and other Advisors who hold an advanced degree in both the life insurance and financial review industry. These individuals will have spent up to 3 years in college level advanced education during which they acquire specialized skills in insurance planning, estate and retirement issues, financial review, taxation, business insurance and risk management. These are people who not only love their job, but also have taken the time to obtain the specific qualifications that are necessary in order to give you first class service.

The fact that they are exposed to the market means that they are also familiar with the way in which different products can help people like you. Therefore, Advisors Insurance Direct offers a much better option for all consumers. Our Certified Financial Planners, Charted Financial Consultants® and Chartered Life Underwriters® will expand your options by expanding the pool of possible providers and packages that you can choose from.

Contact one of our Certified Financial Planners or other highly qualified Financial Professional Today

If you want to find out more information about the life insurance packages and options that are available to you, there is a qualified agent from Advisors Insurance Direct ready to speak with you. Alternatively, you can complete our online form to inquire about life insurance policies that are available and to obtain a term life insurance quote.

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Our Promise

As financial professionals, we will never pressure you to do anything or use silly sales tactics. We are simply here to answer your questions, provide professional advice and walk you through the process of buying life insurance should you decide to move forward.

We represent these insurance carriers and many more:

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