We Put You and Your Best Interest First

Our life insurance experts do the heavy lifting, finding you the best policy at the best price.

We Put You and
Your Best Interest First

Our life insurance experts do the heavy lifting,
finding you the best policy at the best price.

I knew the industry inside & out, but getting life insurance for myself was still so painful - it felt impossible to get expert, ethical advice.

So I built the independent firm I’d wanted for myself: relentlessly honest, transparent and facts-based. Learn more

I knew the industry inside & out, but getting life insurance for myself was still so painful - it felt impossible to get expert, ethical advice.

So I built the independent firm I’d wanted for myself:
relentlessly honest, transparent and facts-based. Learn more

-Wallis Tsai, Founder & CEO

Why AboveBoard?

Unbiased advice

Our expert no-commission agents always put client's needs first. Avoid insurance rip offs and never get oversold.

Holistic approach

Unlike the competition, our recommendations take into account your whole financial picture and your dreams for your loved ones.

Fast process

We do the heavy lifting so you don't have to. 1 application, 0 phone calls (unless you want them), takes just a few minutes. Yes, insurance can be that simple.

Tailored to you

We work with the nation's top carriers and are dedicated to finding the best policy for you at the best price.

Get a Quote

How it works

Compare quotes

Get an instant, personalized recommendation for the right coverage amount and term. See your options, get instant quotes and decide what is best for you.

Apply in minutes

After you choose your policy, complete our online application. It’s simple, straightforward, and takes about 7 minutes.

Get covered

Once your application is submitted, our insurance concierges do the legwork for you. We will shepherd you through and advocate for you with the insurance carriers.

Getting life insurance doesn't have to be complicated

We've earned an 'Excellent' rating from Trustpilot -- see why our clients love us!

via Trustpilot

Life Insurance Made Easy

AboveBoard Financial was incredibly helpful at each step of the process. Their initial screening tool was easy to complete and resulted in clear comparisons. No one else has anything quite like it. I highly recommend them!

Nate B
via Trustpilot

awesome service with AboveBoard Financial

AboveBoard's service is fantastic, very thoughtful, but most importantly they present the highest quality products at the lowest costs without upselling. Additionally, they approached my needs as if it were their own without any pressure you normally find with other competitors. I would highly recommend to everyone.

Roger Y
via Trustpilot

AboveBoard went above and beyond

AboveBoard went above and beyond to help me with life insurance. I had an unexpected issue come up in my medical records during underwriting and they spent extra time to help me try to resolve it and think through my options. Excellent service, extremely knowledgeable and trustworthy.

Emily