About Us

SEEING ALL SIDES OF YOUR BUSINESS

3D Advisors Inc. is a leading brokerage general agency specializing in growing advisors Life, Annuity, Long-Term Care and Disability business. We are laser focused on educating our advisors on what is current and relevant in the industry and provide comprehensive insurance solutions that will satisfy the needs of any client.

Our portfolio of more than 30+ carriers enables us to offer precise solutions for each individual client's needs. Utilizing years of experience and knowledge, our staff specializes in creative plan designs for every prospective case, including impaired risk cases.

Formed in 2011 by the three principal owners, 3D Advisors, Inc. is dedicated to assist advisors in growing their business with strategic planning. The company was created on a foundation of honesty and integrity that is used to develop and maintain truly mutually beneficial relationships and to encourage an open and honest communication based business that will promote growth for our customers.

Finding the perfect marriage between carrier and product while utilizing knowledge and experience, makes 3D Advisors the perfect match for your insurance needs.

  • CFP-Certified Financial Planner
  • AIF-Accredited Investment Fiduciary
  • RICP-Retirement Income Certified Professional
  •  CLU-Chartered Life Underwriter
  • ChFC-Chartered Financial Consultant
  • LUTCF-Life Underwriter Training Council Fellow
  • LACP-Life and Annuity Certified Professional
  • RIA-Registered Investment Advisor

I have been affiliated with 3D Advisors since 2012.  I can't say enough about their professionalism, service and advice.  I highly recommend them!

– Timothy Szekely

3D Advisors has consistently delivered a fantastic service for my practice.  The way they conduct business makes me feel they are a direct extension of my office which helps me better serve my clients.  These days it’s tough to find people who care and take the time to deliver on their commitments.  Thank you for your continued support!

– Larry L. Davis Jr., CRPC®, EA

We have worked with 3D since they opened their doors and had a relationship with their management team even before that.  The team at 3D makes prospecting and processing insurance cases extremely easy and efficient.  Without this relationship, our firm wouldn’t be able to produce the insurance numbers that we do.  This relationship is extremely valuable to our firm’s current and future growth. A great partner!

– Michael J. Lay, CFP®


GUIDING PRINCIPLES

  • Be honest
  • Do what we say we will do (DWWSWWD)
  • Be organized
  • Invest time in the things we love
  • Maintain integrity
  • Foster creativity
  • Sincerely value and appreciate relationships
  • Seek first to understand, then to be understood

OUR VISION

Our knowledge and expertise in our chosen profession along with the genuineness we approach all things will provide a synergistic environment for idea sharing, professional and personal growth.

OUR MISSION

We will approach all relationships with the desire to understand what advisors need and work dilligently within a disciplined framework to provide those solutions whenever possible. Ongoing, open conversations and a deep desire to achieve results for our customers will be our ultimate goal in achieving our vision.