Optional — but helpful
Help Us Understand Your Current Protection
Connecting your insurance information can help us understand the protections your household already has in place.
Many people have existing coverage through employer benefits, existing life insurance policies, homeowners insurance, or other financial products. Seeing what's already in place helps us avoid unnecessary recommendations and focus on what may actually matter for your situation.
Your security
Your Information Stays Secure
We understand that insurance information is personal. That's why we use Canopy Connect, a secure platform that helps consumers safely connect insurance information without emailing documents, uploading screenshots, or sharing account passwords with us.
The information you choose to connect is used to help us better understand your current protection and provide more relevant recommendations.
Secure Connection
Information is transmitted through encrypted connections.
You Stay In Control
You choose what information to connect and can stop the process at any time.
No Password Storage
We do not store your insurance account passwords.
Used To Improve Recommendations
Connected information helps us understand your current protection and reduce unnecessary guesswork.
Available information depends on what you choose to connect and what your insurance carrier makes available through connected systems.
Connect securely
Help Us Understand Your Current Protection
This usually only takes a few minutes.
The more we understand about your current coverage, the easier it is to provide relevant guidance about life insurance options.
Why we ask
Why Are We Asking For This?
Our goal is not to collect unnecessary information.
Many people already have protections in place through life insurance policies, employer benefits, homeowners insurance, auto insurance, or other financial products.
By understanding what protections may already exist, we can provide more relevant guidance and help identify potential coverage gaps.
Our goal is to help you make a more informed decision.
Questions
Common questions before you connect.
Why are you asking for my insurance information?
Many people already have protections in place through life insurance policies, employer benefits, homeowners insurance, auto insurance, or other financial products. By understanding what protections may already exist, we can provide more relevant guidance and help identify potential coverage gaps.
Will connecting my information change my existing policies?
No. Connecting your information does not change, cancel, or modify any of your existing insurance policies. It simply helps us review what protection you already have so we can make better recommendations.
Does this guarantee better coverage or savings?
No. It helps us make more relevant recommendations, but it does not guarantee coverage, savings, approval, or availability. Available information depends on what you choose to connect and what your carrier provides.
What happens after I connect my information?
We review the information and use it to provide more relevant guidance about life insurance options that may align with your current protection situation.