Your Trusted Partner for Insurance Solutions
Key Benefits for Advisors
Maintain full control of the client relationship.
Access to competitive insurance markets without sales pressure.
Seamless communication and transparent reporting.
How Aligned Path Insurance Works
Planner Recommends Insurances
As part of a Financial Plan, you, as an independent Fiduciary, will recommend the types and amounts of insurance your client needs.
Aligned Path Runs Dozens of Quotes
Aligned Path will run quotes to find the best value on all insurances and send those back to you.
Planner Shows
Options
You will communicate insurance options and help the client decide which to implement.
Implement Insurance with Aligned Path
Aligned Path will work virtually with your client directly to implement the chosen insurance to improve coverage and save your client money.
What Happens Next?
Aligned Path Runs Quotes Annually
Aligned Path will automatically re-run quotes each year to ensure your clients keep getting the best value.
Aligned Path Keeps Planner Updated
Aligned Path will update you each year on rates and opportunities to save money.
Financial Planning Meetings Only
You can update your client on their insurance in your regular financial meetings. No additional annual insurance agent reviews.
Aligned Path Available for Claims & Updates
While your client doesn't need to spend time talking with their insurance agent, we are here to help with direct access.
What Our Clients say!
Caleb does a great job with my clients. I am always 100% confident he’s finding the best value for my Term and Disability needs and is never cross-selling or up-selling them into permanent insurance or other bad products. He’s the easy button for implementing my fiduciary recommendations.
Caleb has been a tremendous relationship to our firm for a while now. We operate in the fee-only financial planning space, but so many of our clients still need quality term-life and disability insurance. Until working with Caleb, we didn’t have a solution for one of our largest pain-points. We now have a trusted relationship that we can refer folks to who we know won’t aim to upsell or change the policy recommendations for his own gain.
As a CFP®, I trust Caleb to handle my clients’ life and disability insurance needs with the utmost professionalism. His clear communication, deep expertise, and responsiveness make the process seamless for both me and my clients. Knowing my clients are in great hands allows me to focus on their broader financial plans with confidence.
FAQs
How is Aligned Path Insurance Solutions different from other insurance agents?
We operate with an advisor-first approach — no sales pressure, no cross-selling, and no competing for your advisor’s client relationship. Our role is to provide independent, transparent insurance solutions that fit seamlessly into your overall financial strategy.
Do you work directly with clients or only through financial advisors?
We primarily work in partnership with fiduciary financial advisors. This ensures the insurance recommendations align with your broader financial plan and are in your best interest. If you were referred by your advisor, we’ll work with you directly while keeping them fully informed.
How do you get paid for your services?
We’re compensated by the insurance carriers when a policy is placed. There’s no extra cost to you or your advisor, and because we’re independent, we can recommend options from a wide range of carriers without bias.
What types of insurance do you offer?
We help clients secure term life, disability, long-term care, personal property & casualty (home, auto, umbrella), and commercial property & casualty coverage. Every policy is tailored to your specific needs.
Can you work with clients in any state?
Yes — we’re licensed in all 50 states and can help whether you live locally or across the country.
Let’s make insurance a smooth, trusted part of your client’s financial plan.
Aligned Path Insurance Solutions delivers independent, advisor-aligned coverage to protect what matters most. Discover your options today.
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