About Us

Our purpose & Belief

2BEINSURED is a company that represents a “culture”. At 2BEINSURED is the coming together of people around a common set of values, beliefs, and purpose. It’s more than products and services, or features and benefits. It’s about sharing a common cause. It is about our customers achieving PEACE OF MIND. It defines the WHY we do what we do

Our purpose is to inspire individuals, families, and businesses to seek the wellbeing and security that comes from being prepared and able to survive the financial challenges and emergencies that are often created by serious illness or an unpredictable economy, thereby offering them the peace of mind to live their life to it’s greatest potential.

Imagine if the same time tested financial “engine” that provides money for loved ones at death could be structured to accelerate the payment of those proceeds while you are living should you become chronically or critically ill during your lifetime, and need the money now, regardless of your age when it happens, and with no restrictions on how you spend the money.

Because our company “thinks differently,” providing these “living benefits” is what we do. It is our purpose, and WHY our well trained agent comes to work every day. They believe what we believe.

Our mission is to connect with people who believe what we believe, and then to work shoulder to shoulder with them in pursuit of a common goal; the peace of mind that comes from being prepared to effectively overcome life’s financial emergencies while living.

Now that you know WHY we do WHAT we do, you may desire to learn more about HOW we do it. It will be our privilege to share the HOW with you.

There is much more to wealth accumulation than simply buying what looks good or buying what is being sold. Our philosophy starts with you, our client. Starting on a foundation of mutual respect and understanding, we dedicate the time needed to listen to your goals and educate you on the options. As a boutique firm, we have the ability to customize the portfolio to meet your own unique goals.
With preservation of assets at the forefront of our methodology, we not only look to grow your assets, but retain what you have worked so hard for. By limiting the downside, we look to achieve a much more consistent growth of your money for years to come.

We have made a commitment to excellence in everything we do. Our goal is to exceed our clients’ expectations at all times. We are dedicated to the safety and financial wellbeing of our clients.