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Your Life Insurance Partner

At Vest, we see life insurance as an asset to build wealth and protect you or your company's future. It's not just your life insurance - it's your living insurance.

Our team has provided over $5 billion in life insurance. Let us secure your future too.

What is life insurance?

Life insurance isn't just a death benefit. It's an asset class you use throughout your life. 
The 17-second video highlights one the many real living benefits of this versatile financial tool.


At Vest, our mission is to listen, educate, and empower. 

Learn more about our mission here

Our Offerings


Vest takes a consultative, transparent approach to the topic of life insurance. After getting to know your personal and financial goals we create a plan best suited to grow and protect your wealth, and our policy monitor protects you long term.

We offer:

  • Policy Monitoring and Review
  • Complete underwriting services
  • Tax-efficient strategies for wealth building
  • Portfolio approach to product offerings
  • Estate & Legacy Planning


Vest understands business owners face unique challenges. Protecting your business, retaining key employees, and securing your firm’s legacy can be daunting tasks. Fortunately life insurance can be used to fund these critical initiatives.

We specialize in:

  • Buy/sell agreements 
  • Key person insurance
  • Succession/continuity planning
  • Estate equalization
  • Employee life insurance
  • Business policy monitoring

From our clients...

Here's what current clients are saying about working with Vest:

 Our Partners

Vest has relationships with best in class life insurance; disability and long-term care carriers.


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