Our Offerings

Competitive Advantage
By partnering with Vest, you’ll gain access to a turn-key insurance and estate platform with brilliant solutions. Our platform and team of experts will empower you to elevate the cumbersome and awkward conversation around legacy and estate planning.

Policy & Trust Monitoring Service
The insurance landscape is constantly evolving. We stay current on interest rates, new product offerings, and carrier ratings. When your client’s policy is affected, you’re the first to know. Learn more here from our brochure.

Complex Solutions
We offer brilliant solutions around estate planning for sophisticated clients, business owners, or clients with complex financial situations. We’re always ready with a tax-efficient plan perfectly suited for your client’s needs.

Our Process
We ask the questions to determine your client’s needs, and provide solutions to achieve your client’s goals. Our experts provide advice with a focus on transparency, optionality, and simplicity. We streamline all paperwork, underwriting, and compliance through our digital platform.

About us

Our Founders
Vest is founded by industry veterans, David Kleinhandler and Robert Stuchiner, who have collectively sold over $5B in life insurance. They have a combined 60+ years of insurance experience. Learn more about our team here.

Our Partners
We’re an independent advisory firm that is product and carrier agnostic, and we represent over 30 of the best carriers. We’ve found partners who thoroughly represent our clients’ needs. See some of our partners here.

Our Mission
Our mission is to listen, educate, and empower advisors to engage their clients in the insurance and legacy planning process. We focus on planning and providing unbiased advice.

Our Commitment
We commit to serving both you and your client’s needs. We are a relationship company that believes in transparency and communication. We want to help build or enhance your existing offerings, and create a long term partnership that benefits both your firm and your clients.

 
 

Take your first step to serving your clients in a new way.

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