Yankee Advisor Network

At Insurance Fiduciary, we believe that insurance solutions should be held to a fiduciary standard. As a company, we are committed to putting our clients' best interests first. We act with prudence, skill, care, diligence, and good judgment, providing objective and unbiased guidance to our clients.

Our Mission

Our mission is to provide expert guidance and transparency in insurance planning, empowering our clients to make informed decisions about their financial security. We work exclusively with esteemed professionals such as registered investment advisers, estate planning attorneys, tax advisors, and certified public accountants to ensure that our clients receive the highest level of service and expertise.

Our Services

We offer a wide range of services, including life insurance, disability insurance, long-term care insurance, and fixed annuity policies. We work with numerous insurance carriers, selecting the best fit for each client based on their unique needs and situation. Our team of experts is committed to providing objective and unbiased guidance, ensuring that our clients receive the best possible outcome.

Partnering with Advisors

We understand the importance of relationships and the value of solidifying partnerships. We work with advisors locally and nationally, leveraging technology to offer video conferencing and phone support. Our team is available for in-person meetings, making it easy for advisors to work with us. Our business model is driven by relationships with advisors, and we prioritize education and transparency in our approach.

The Fiduciary Standard

As a fiduciary, we are committed to acting with prudence, skill, care, diligence, and good judgment. We provide conspicuous, full, and fair disclosure of all important facts, avoiding conflicts of interest. We fully disclose and fairly manage any unavoidable conflicts, always putting our clients' best interests first.

Client Experience

At Insurance Fiduciary, we prioritize education, providing our clients with a comprehensive understanding of their insurance options. We take the time to explain the complex insurance landscape, empowering our clients to make informed decisions about their financial security.