“Most financially successful people have problems in their insurance that’s making them vulnerable.”

Here are 3 signs your personal insurance needs an upgrade:

  • You’re not 100% confident how you’d be protected through a lawsuit or natural disaster.
  • You haven’t been given clear advice about the unique risks of your lifestyle.
  • Your insurance advisor isn’t working in tandem with your wealth team.

We exclusively serve families and individuals with assets of $5M and higher that live with purpose, passion, and generosity. Here’s what’s included when you work with us:

Our Personal Risk Dossier™ assesses your vulnerabilities and gives you a plan to strengthen your position.

A dedicated Lifestyle Risk Advisor™ manages your custom insurance program and communicates with your advisor team.

The backing of the most esteemed and resourceful insurance carriers in the world.

Our Influential Stewardship Plan™ outlines exactly how we’ll create ongoing value for you.

Our partners:


We know what it feels like to be called to live an extraordinary life but sometimes worry we could be set back by something unexpected.

That’s why we’re obsessed with building programs that protect your lifestyle and influence.

How to get started:

01.Schedule a call

Speak with a Lifestyle Risk Advisor™ 100% focused on what’s important to you.

02.We create your plan

We build and manage an insurance program around your unique lifestyle.

03.Commence thriving

Enjoy a new level of confidence, peace, and optimism.

At Influential Lifestyle Insurance we know you’re the kind of person who wants to live an extraordinary life and make meaningful contributions to others. In order to do that, you need to be confident an unexpected event, lawsuit, or natural disaster won’t take you off course. The problem is it’s difficult finding competent risk and insurance advisors that understand and champion your lifestyle, which can make you feel frustrated and a bit unsettled.

We believe successful people should be supported, encouraged, and defended so they can continue creating value for others. That’s why we’re 100% dedicated to protecting your lifestyle and influence.

Here’s how it works: We start with a focused conversation about what’s important to you. Then we guide you through our Influential Confidence Process™ and build a customized risk and insurance program around your lifestyle. Finally, our Influential Stewardship Plan™ guarantees your continued satisfaction.

Ready to get started?