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


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.