AboveBoard FinancialReviews of aboveboardfinancial.com

If you have put off getting life insurance due to the hassle involved, I highly recommend AboveBoard. I used them because they were recommended for exactly this reason: they are easy to work with and communicate with online. Every step of the process was clear. Team communciates via email and let you know when you have an action and when things are just chugging along. We are genuinly a bit time impoverished and are hard to reach during the week, and the AboveBoard was the right fit for us.

AboveBoard Financial helped me get life insurance in a complex situation. I had a one-off rare health situation but was otherwise quite healthy. AboveBoard Financial found me a life insurance carrier (when many carriers turned me down) and handled all the paperwork. When the first carrier eventually declined, the appealed and got me life insurance. Then they found another carrier that was a lower price. The process took nearly 9 months, but they stuck with it and got it done. Without AboveBoard Financial I would have not been able to navigate through this process and get life insurance.

Wallis & Rachel were incredibly helpful and made an otherwise compliex life insurance process accessible and understandable. They helped us consider our needs, select the right policy, and successfully navigate the application and underwriting process, all the while also being responsive and efficient. I would heartily recommend them to friends and family.

I had a great experience with AboveBoard! Wallis, Rachel, and their team are incredibly high touch and experts at making the application and decision process as straight forward as possible. From start to finish, I felt very well taken care of. I would recommend them wholeheartedly.

They are wonderful team! They were helpful in answering my questions and made the process easy.

We had a great experience with Above Board Financial from start to finish. We needed life insurance and had no idea how to go about it. The process was seemless and now we are all set with no fears about the future of our loved one if anything were to happen to us. We cannot recommend them enough!

AboveBoard is fantastic! They helped me navigate the process of getting life insurance while pregnant--I was always updated on where things were in the process, and they helped to make a lengthy process as pain-free as it could be!

They were very helpful and customer service was great. We were connected to them via a recommendation, and were happy at how easy they were to work with. Lots of frequent follow-up started to feel a little too much, but I would definitely recommend them to someone ready to purchase insurance.