Insurance Solutions Aligned With Your Clients’ Best Interests
We partner with fee-only financial advisors to deliver unbiased, client-first insurance planning.
Why Aligned Path?
No Sales Pressure
Advisor-Centric Process
Independent Market Access
Transparent Communication
62+
Years of combined industry experience
50
States where we serve clients
100%
Independent and client-first
How Aligned Path Insurance Works
Planner Recommends Insurances
As part of a Financial Plan, your independent Fiduciary will recommend the types and amounts of insurance you need.
FIA Runs Dozens of Quotes
Aligned Path with run quotes to find you the best value on all insurances and send those back to the Planner.
Planner Shows
Options
Your Planner will communicate insurance options, and you'll decide
Implement Insurance with Aligned Path
Aligned Path will work virtually with you directly to implement the insurance to improve coverage and save you money.
What Happens Next?
Aligned Path Runs Quotes Annually
Aligned Path will automatically re-run quotes each year to ensure you keep getting the best value.
Aligned Path Keeps Planner Updated
Aligned Path will update your Planner each year on rates and opportunities to save money.
Financial Planning Meetings Only
Your Planner will update you on your insurance in your regular financial meetings. No additional annual insurance agent reviews.
Aligned Path Available for Claims & Updates
While you don't need to spend your time talking with your insurance agent, we are here to help with direct access.
What Our Clients say!
Caleb does a great job with my clients. I am always 100% confident he’s finding the best value for my Term and Disability needs and is never cross-selling or up-selling them into permanent insurance or other bad products. He’s the easy button for implementing my fiduciary recommendations.
Caleb has been a tremendous relationship to our firm for a while now. We operate in the fee-only financial planning space, but so many of our clients still need quality term-life and disability insurance. Until working with Caleb, we didn’t have a solution for one of our largest pain-points. We now have a trusted relationship that we can refer folks to who we know won’t aim to upsell or change the policy recommendations for his own gain.
As a CFP®, I trust Caleb to handle my clients’ life and disability insurance needs with the utmost professionalism. His clear communication, deep expertise, and responsiveness make the process seamless for both me and my clients. Knowing my clients are in great hands allows me to focus on their broader financial plans with confidence.
FAQs
How is Aligned Path Insurance Solutions different from other insurance agents?
We operate with an advisor-first approach — no sales pressure, no cross-selling, and no competing for your advisor’s client relationship. Our role is to provide independent, transparent insurance solutions that fit seamlessly into your overall financial strategy.
Do you work directly with clients or only through financial advisors?
We primarily work in partnership with fiduciary financial advisors. This ensures the insurance recommendations align with your broader financial plan and are in your best interest. If you were referred by your advisor, we’ll work with you directly while keeping them fully informed.
How do you get paid for your services?
We’re compensated by the insurance carriers when a policy is placed. There’s no extra cost to you or your advisor, and because we’re independent, we can recommend options from a wide range of carriers without bias.
What types of insurance do you offer?
We help clients secure term life, disability, long-term care, personal property & casualty (home, auto, umbrella), and commercial property & casualty coverage. Every policy is tailored to your specific needs.
Can you work with clients in any state?
Yes — we’re licensed in all 50 states and can help whether you live locally or across the country.
Let’s make insurance a smooth, trusted part of your client’s financial plan.
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