Our Approach

At 1802 Insurance™, we serve as the Advisor to The Advisors™. Our primary relationship is with you, not your clients. That's why you maintain control over every client relationship, and why we work with you in a spirit of complete transparency and trust. We're only as visible as you want us to be.

New Image

We're About Relationships

At 1802 Insurance™, we're all about relationships. First and foremost, we're about building a strong and lasting relationship with you, one that is founded on complete transparency and trust, one that will stand the test of time.

We get to know you and your business. We work with you to assess the life insurance goals of your ultra-affluent clients and to help you provide the right life insurance solutions to meet their estate planning needs.

Second, we're about enhancing and preserving your unique relationship with your clients. That's why you have our commitment that you maintain complete control over every client relationship. We're only as visible as you want us to be.

We Come to You

We know you're busy. That's why we come to you. We'll arrange to meet with you whenever and wherever it's convenient for you. We respect your time. It takes less than an hour to provide an overview of the life insurance products and services 1802 Insurance™ can offer you and your ultra-affluent clients. We're happy to meet with you for as much or as little time as you'd like and to answer any questions you may have.

Request a Meeting
610-437-1375