WHEN EXPERTISE MATTERS

What we do

As a dedicated partner to Financial Advisors and Registered Representatives, Foundation will assist and provide you with alternatives and offer innovative solutions for clients in the areas of life insurance, annuities, disability and long term care alternatives.

How we do it

We do what other insurance brokerage firms are not qualified to do. We utilize only leading companies and strive to simplify the planning process for our clients. Our products, knowledge and expertise are fully at the disposal of our clients to help them provide the best in class service their clients deserve.

Why we do it

Do you ever get tired of the false promises or the smoke and mirrors of the insurance marketing world? Do you ever feel that the sale of certain products benefit the marketing organization more than it benefits your client? Do you get the impression that your current marketing firm is not qualified help you your clients' complex issues? Foundation was created by producers based on expertise. We are credentialed, transparent, independent and we are committed to always to put our advisors' clients first. We do it right.