A risk management consultant that supports Advisors making sure clients don't crash financially   

Just as SummaIQ assists Advisors in alternative investment due diligence, Summa Life assists Advisors in decisions regarding financial protection solutions. We support Advisors with case design for business owner clients, estate planning clients and financial planning clients needing risk management assessment, recommendations and implementation of fiduciary based solutions. We locate best in class insurance products, We provide Advisors with full assistance regarding carrier appointments, underwriting and administrative follow-up. 

We have 24/7 website access for quotes, product comparisons, illustrations, carrier product documentation and administrative forms.  Advisor compensation comes directly from the Insurance carrier at their top commission levels. We help Advisors Aggregate Understand and Decide on insurance solutions that best help clients achieve their goals.

We enable Advisors to meet a primary fiduciary responsibility regarding risk management decisions.  Contact us to learn more.