Tread Lightly offers guidance with:
Understand the obstacles you'll face
Tread Lightly is all about education. We want to ensure you find success. However, to understand what is right for your need - we believe you must understand the problems facing this industry (and how they directly impact the policy you'll buy and who you buy it from.)
Unprecedented checklists and guides
We've taken our firm's battle-tested system, developed after years of specialty in this industry & formatted these tools for the client & their advocates. You won't find another guide like this anywhere. Tread Lightly arms you with the questions you'll need to ask to ensure the longterm success of a life insurance portfolio.
Finding an advisor worthy of your trust
When you are dealing with a large, complicated insurance transaction, you need to be sure you have the right professional protecting your best interest. Tread Lightly will help you understand not only what you should expect from your advisor, but if they have the experience and skills to achieve our definition of success.