Home - Advisor Insurance Resource

Expertly Crafted

Fast and Accurate Multi-Company Insurance Comparisons

At Advisor Insurance Resource®, we simplify the insurance process with clear, easy-to-understand guidance. Our goal is to provide you with peace of mind, ensuring you fully understand your options and make the best choices for your future.
Experts in Disability Insurance

Protecting Your Earning Potential

Protecting one's most valuable asset—their ability to earn a high income—with proper disability coverage tailored for executives, physicians, high-earning professionals, and business owners.
Over 50 Years of Combined Experience

Navigating Complex Insurance Strategies

Our team simplifies complex insurance products by providing clear, personalized guidance of tailored insurance solutions that meet your unique needs.
Your Trusted Partner for

Tailored Insurance Solutions

At Advisor Insurance Resource®, we offer personalized insurance solutions that meet your unique financial objectives as outlined by your financial advisor. Whether it’s life, disability, home and auto or long-term care insurance, our expert team ensures that you get the right coverage at the most competitive rates.

Insurance Coverage Offerings

Life Insurance

Life insurance provides financial security for your loved ones in the event of your passing.

Learn More About Life Insurance

Disability Insurance

Disability insurance provides income replacement if you become unable to work due to illness or injury.

Learn More About Disability Insurance

Long Term Care Insurance

Long-term care insurance helps cover the cost of custodial care services.

Learn More About Long-Term Care Insurance

Income Annuities

Income annuities provide reliable income streams using lump sums to create regular income payments.

Property, Causality, and Liability Insurance

Home, auto, and umbrella insurance protects your property, vehicles, and assets against a variety of risks and unforeseen events.

Learn More About Home, Auto, and Umbrella Insurance

Tailored Insurance Strategies for Financial Professionals and Their Clients

We are a national firm committed to providing expert advice, evaluation, and implementation of life, disability, long-term care, property, casualty, and business insurance. We provide comprehensive, multi-carrier comparisons and concierge-level service, ensuring our clients enjoy the most competitive and appropriate coverage without high-pressure sales tactics.

More About Us

Why Choose Us

Expertise and Specialization You Can Trust

We maintain a narrow focus ensuring our clients benefit from true industry experts.

Advisor-Centric Approach

We operate by referral and align our insurance recommendations with financial planning objectives while avoiding both high-pressure and cross-selling tactics.

Comprehensive and Tailored Solutions

With access to over 100 insurance companies across all lines of insurance, we evaluate client histories, current policies, and market specifics to deliver the most competitive and personalized coverage.

Exceptional Ongoing Client and Advisor Support

We provide fast turnaround times, annual policy reviews, and concierge-level service, ensuring seamless coordination and ongoing support for financial advisors and their clients.

Insurance Carrier Partners

Advisor and Client Testimonials

“You were excellent! I appreciate your attentiveness and communication at every step of the journey. I also appreciate that you reach out as the anniversary of each policy arrives. That's an extra step that I don't see anyone else doing and comes at a good time given people's lives (and insurance needs) change over time.”

Christopher S (Financial Advisor, September 2025)

“Thank you for all your help. We are so fortunate to have you as our agent.”

Carol D & Matt R (Client, April 2025)

"We’re very appreciative to have access to your expertise as a resource for our clients. Thanks again.”

Eric H (Financial Advisor, February 2025)

“Bob has surpassed expectations in our experience in working with him. He has been proactive in anticipating challenges and is great to partner with."

Virginia Z (Financial Advisor, September 2014)

“Debbie is incredible to work with. She is highly responsive and very well informed. She took really good care of our family with auto, personal, and umbrella insurance, making sure we found the right coverage. And, crucially, she helped save us a lot of money!"

Duncan W (Client, September 2025)

“Bob’s process is very smooth. He is quick to provide quotes and is helpful regarding any questions that I or the clients may have.”

Danielle R (Financial Advisor, July 2010)

“I really appreciate your client first business model. You have the highest level of trust from me on all thing’s insurance. Thank you for the continued partnership.”

Clayton Q (Financial Advisor, December 2024)

“Thank you, Bob. You have been great to work with."

Darryl L (Client, June 2024)

“Keli gave you her highest praise on the insurance work you did for her. She said you went above and beyond to evaluate her entire P&C situation, identified gaps in her existing coverage, and helped to put together a more robust package. And you were extremely responsive and timely. Thank you for treating our clients so well!”

Rick F (Financial Advisor, July 2018)

“I can see clearly why our clients always report positive experiences after working with you. The thought and care you dedicate to them is much appreciated! We all agree that you are almost too good to be true, an invaluable resource for us.”

Kathryn P (Financial Advisor, January 2024)

“Bob is a valuable and trusted resource. I always receive positive feedback from my clients that he has worked with.”

Jeremy P (Financial Advisor, May 2011)

“Wow, that IS great news, Bob! Thanks so much! Looking forward to doing the final review and acceptance and appreciate all your great service.”

Tim T (Client, February 2025)

“You were great at getting us the insurance that we needed, and always a pleasure to work with."

Kurt K (Client, August 2025)

“This is great news. I think the extra coverage should provide them with some peace of mind and an added feeling of security. We also appreciate you doing the extra work to save them some premium dollars. Thank you for your diligence with our clients!"

Aaron W (Financial Advisor, December 2025)

“Thank you for working with them on this. Amazing, as always.”

Rob R (Financial Advisor, November 2025)

“Our clients constantly report positive experiences after working with you. The thought and care you dedicate to our clients is much appreciated! Bob, you truly are an invaluable resource.”

Kimberly F (Senior Wealth Advisor, January 2025)

“Thanks so much! You made this process extremely straightforward and easy.”

Marianna S (Client, June 2024)