Founded with a vision to empower people with financial knowledge, Financially Fluent is more than just an insurance broker; we are a community-driven educational platform. Our journey began with a simple belief: financial literacy is the foundation of financial success. With this belief at our core, we set out to make a positive impact on people's lives.
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Who We Are
About Us
At Financially Fluent, we are on a mission to transform the way individuals think about and manage their finances. We understand that navigating the complex world of insurance and personal finance can be overwhelming, and we're here to simplify it for you.
Empowerment through Education: We believe that everyone deserves access to financial education. That's why we've created a rich repository of resources, from informative articles and engaging videos to interactive webinars and hands-on workshops. We want to equip you with the tools and knowledge you need to make informed financial decisions.
Imagine having the power to take control of your finances, eliminate the need for traditional banking institutions, and create a secure financial future. This is the essence of "Become Your Own Bank," a powerful financial strategy that offers control, flexibility, and peace of mind.
"Become Your Own Bank" is a financial concept that allows individuals to take charge of their financial destiny by leveraging specially designed life insurance policies
"Become Your Own Bank" is a financial concept that allows individuals to take charge of their financial destiny by leveraging specially designed life insurance policies
Is your family covered?
Financially Fluent has you covered we have policies that your family can benefit from you while your living and after you are gone.
FAQ
Frequently Asked Questions
What does life insurance cover?
It can help cover some of life's biggest expenses, such as your home mortgage, debt, school fees for your children, and can also replace lost income. Your policy can also help cover everyday expenses – anything your beneficiaries really need. Ultimately, it's up to them to decide how they use the paycheck.
What life insurance does Financially Fluent offer?
We offer term, whole, and Index Universal Life policies. Ranging from age 0-85 and up to $99 million of coverage .
But I have insurance from my employer, isn't that enough?
Employer sponsored polices only offers you coverage while you are employed there. So when you leave or retire you lose that coverage. And remember the sooner you get insured the cheaper it will be.
3000 +
Satisfied Customers
100 +
Licensed Agents Nationwide
5
Star Review on Google
100 M
Issued Life insurance
6 Steps
To build generational wealth with an IUL
Secure your best price today
The cost of life insurance increases every year you wait to start coverage. With Financially Fluent, coverage takes only 5 minutes to get approved.
“I'm thrilled with the exceptional life insurance policy I received! The agent was incredibly knowledgeable, patient, and attentive throughout the entire process. They tailored the policy to my specific needs and answered all my questions. Their dedication to ensuring my family's financial security is truly commendable. I couldn't be happier with the service and peace of mind they've provided. Five stars all the way! “
- Nikki
“I was very happy to receive such great information on the different types of polices that were offered. All my questions were answered. The agent I spoke with did all the leg work trying to find me the best possible price and coverage to fit mine and my families needs. Great service and so very helpful! I highly recommend Financially Fluent!! “
-Brittany
“They guided me through every step and answered every question I had! Now I have a policy and my family is covered. If I could do more than 5 stars, I would. The agent was very friendly. Definitely recommend. “
- J.Rivera
“I had no prior knowledge of life insurance and the benefits of it until I spoke with an agent here at this agency and my experience was amazing . They were able to provide me and my family life insurance with living benefits and cash value . The agent was patient with all of my questions. I would highly recommend. “
