Money Insights -

Ryan Rickley

The whole Money Insights team was fantastic to work with. They were very responsive to all of my concerns and do such a great job of providing education on the best ways to use the policy. Great experience!

Patrick LaCour

I had a really great experience working with Money Insights. Blake and Brittany assisted me in finding insurance policies at beneficial rates that fit my family’s needs. They were timely in their correspondences and were willing to answer any questions or issues that I had throughout the process. I look forward to working with them for many years to come.

Ryan Adams

Excellent company to work with. Rod is extremely knowledgeable about all things related to life insurance and custom designed a plan that worked for me and my goals. Brittany was very responsive if I had any questions or issues. Looking forward to working with Money Insights for many years.

Tyler Schultz

Great experience working with Money Insights. Blake was very patient with all of my questions and was happy to sit down with both my wife and I to explain the process. Brittany made the final steps super easy to complete the application. They were both super responsive to any questions I had. I would highly recommend working with them and listening to their podcast for further information!

Bryan Lea

I first learned about Money Insights from a passive investing podcast. I soon started listening to the Money Insights podcast and became interested in the life insurance ideas Christian and Rod were explaining. When I reached out, Blake answered my email and set up a zoom meeting with me.

Over the course of several weeks, Blake got to know my wants and needs and patiently answered all my questions. He set up a policy that would fit my needs and recommend a couple episodes of the Money Insights podcast for me to listen to. I never felt rushed or pressured.

After I decided to start a policy, Brittany helped set everything up. Once again, I never felt pressured or uncomfortable. Everyone was super friendly, and answered all my questions and concerns.

I'm very excited to begin using my Investment Optimizer Life Insurance policy. I would highly recommend Money Insights to anyone who needs life insurance, or who might be interested in improving their investment returns.

Jordan Velazquez

Five-stars for Money Insights Group! I had an excellent experience working with Brenyn and Brittany in setting up policies for both my husband and me. Their responsiveness and expertise made the process seamless. I love listening to the podcast as well. Rod and Christian’s extensive knowledge on life insurance is commendable and the podcast episodes are informative and insightful. Looking forward to our continued collaboration.

Christopher Bretzlauf

Rod, Christian and Brittany are a great team. Super helpful in answering questions and made the process really easy.

Sarah Hirst

Had a great experience working with Rod and Brittany. Rod did a great job of walking through everything in easy to understand language and outline all of the pros and cons of each offering. Brittany is very responsive and helpful in working through all of the steps to get things set up and in place. Highly recommend.