Insurance Advisory

Complete Risk Management

Risk Transfer For Your Plans.

Sometimes managing risk means self-insuring. Sometimes not. If you choose to transfer risk to an insurance company, we can help. Our agency is a fiduciary-only, independent general agency specializing in Life, Disability and Long-term care insurance. The goal? To customize the risk transfer you need to keep up with your plans. Leveraging over 48 insurance carriers, we customize an optimal solution based upon existing policies, health status, and available policy technology.

Automated Term Life

The Automated Term Life program offers online pre-application steps for over 40 carriers - without an agent. When you're ready, our team of fiduciary-only agents can help you sort out the details. Take the guesswork out of basic questions, and Get Your Life Right™ today.

AUTOMATED TERM

Stress Test Request

The Boulevard Insurance Advisory process evaluates the resiliency of your policy to economic and actuarial factors, to give you a clear understanding of what you own, where it fits, and how to handle it. Download a policy stress test, then contact: derek@blvdwealth.com.

TEST REQUEST