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BetterWealth Discovery Call
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As Seen On
We can't recommend BetterWealth enough! They've helped us set up 2 life insurance policies and our estate plan, including a revocable trust and 2 wills. Everything is always easy and well communicated. Caleb, Demetrius, and Trevor all treat us like family. We'll be clients for life.
My experience with the BetterWealth team was outstanding from beginning to end. The team demonstrated excellent product knowledge, genuine kindness, and took the time to truly listen to our needs. We felt supported and confident every step of the way. I highly recommend BetterWealth.
BetterWealth is quite different from most financial advisors. The main thing I appreciate is they understand that financial planning for entrepreneurs needs to be different. I worked with Caleb and Alden to build my family's plan. I'd recommend them to anyone, but ESPECIALLY if you're an entrepreneur.
Better Wealth has assisted me in structuring cash value whole life insurance policies and their level of integrity and quick communication is incredible. They never stop short of answering every question. I've dealt with Trevor Wood the most and he is as genuine as they come.
My wife and I started with BetterWealth in early 2018, and after seven years we can confidently say that this approach has been extraordinarily beneficial to our financial well-being. Caleb and his team have provided consistent support every step of the way.
The BetterWealth team has taken great care of us for nearly 10 years! Highly recommended!
Individual results vary. Nothing here is a guarantee of any specific outcome.
How it works
A 20-minute conversation with a licensed specialist. You bring your situation and your questions, we do the listening.
We look at where your money sits today and whether integrating life insurance actually improves it. If it doesn't, we tell you on the call.
If it's a fit, we build the policy around your goals and help you put it in place. If it isn't, you leave with a clear answer either way.
Questions people ask
What do I walk away with?+
A clear read on where your money is stuck and why, and a straight answer on fit, given on the call instead of in a follow-up email. If it fits, a next step and what the design would look like.
Is this a fit for me?+
It works best if you're consistently saving money you don't need this year and you want access and control over it. Most people we work well with are business owners and high earners. The form points you to the right specialist, and if we're not the right move, you'll hear it on the call.
How do you get paid?+
The call is free. We're paid a commission by the insurance carrier if you place a policy, the same as any agency, so the real question is how the policy is designed. We design for cash access, which pays us less than the standard design does.
I already have a policy. Is this still worth it?+
Yes, and it's usually the fastest twenty minutes we spend with anyone. Bring your annual statement or in-force illustration and we'll read it with you. Sometimes the answer is that your policy is fine and you should keep it, and we'll say that too.