"Your Life, Our expertise"
Our story
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For more than 12 years our Mission has been to bring financial true peace of mind to you, with the Best Life Insurance solution possible according to your needs, with the highest quality of service, ethical standards, and professionalism. In other words, we will treat you like family.
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Our vision is to become “Your One Stop Agency for all your Life insurance needs”, and to set the standard of excellence among life insurance providers by exceeding our customer expectations
Lifegenie is a boutique life insurance broker firm, dedicated to helping our clients secure the best coverage to protect their most valuable assets.
Our firm acts as an independent broker, so our loyalty belongs exclusively to our clients. Our complete independence means we remain objective and construct a financial plan.
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We recommend Holistic, comprehensive strategies to address all your personal coverage objectives.
life insurance consulting
a client focus broker
driven solutions
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This means, our strategic financial plans are only influenced by your needs.
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Our clients are our most important stakeholders to us and are not just a means to an end.
What we do
We can help with your life insurance planning needs, whether
your situation is straightforward or out of the ordinary.
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Simply, we work with each client to help develop, implement
and maintain a relevant and comprehensive coverage strategy, assisting clients with how to find a tailored life insurance solution
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We can help you achieve your goals, no matter how big or small
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We can assist you to become financially secure
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We can help you make smart decisions with your money
our firm profile:
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2015
founded
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19 years
experience
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Our Core Values
We have three core values that form the basis for everything we do
01
Independent
A boutique life Insurance services firm.
Our brokerage is independent, so our loyalty belongs exclusively to our clients.
Our independence enables us to establish working relationships with a number of industry-leading insurance companies whose products we leverage to help create customized client portfolios.
We recommend only those products and services that can be tailored to suit our client's unique needs.
02
Integrated
Managing your life insurance needs with a comprehensive approach
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Extensive experience — Access to resources to complement all insurance advice with a piece of vast knowledge
in all phases of coverage planning.
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Multi-discipline — Our services extend beyond providing
life insurance planning, in addition, we offer annuity and Long Term care solutions.
03
Teamwork
Full access to a long-standing team of professionals with rich business backgrounds
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Coordinating with your other professionals — Accountants, Estate Attorneys, Tax Professionals, financial advisors, and
other professionals necessary to coordinate the best service and advice for our clients.
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Access to resources — The support of an array of support services from our strategic partners