Universal Wealth Insurance

Insurance That Moves You Forward.

Our agents have combined experience across strategy and operations. We have guided families, startups, nonprofits, and global enterprises through critical growth phases.

We’ve led cross-functional teams, overseen multimillion-dollar initiatives, and consistently delivered measurable results—bringing the rigor of big-firm thinking with the agility of an independent practice.

Our Services

01

Business/Commercial Insurance and Surety Bonds

From small businesses to large industrial organizations, adequate insurance coverage is critical to sustaining daily operations and mitigating risk. Speak with a specialist to identify the right protection for your business.

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02

Personal Lines

Auto/Renters/Homeowner

Comprehensive personal insurance solutions designed to protect your lifestyle. Connect with a personal insurance expert to safeguard your home, auto, and everything in between.

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03

Life Insurance and Annuities

Protect your legacy and ensure financial stability through customized life insurance and annuity strategies. Speak with a specialist to plan with confidence.

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Let’s Get Started.

Every transformative journey starts with a conversation. Contact us today to explore how our tailored solutions can accelerate your goals and create lasting impact.

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What Our Clients Say

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The customer service is what I was looking for, after a bad experience with my former carrier I realized that maybe I should spend more than 15 minutes looking into something as important as insurance!
I really appreciate the fact that there are multiple carriers to choose from. I was provided several quotes from a variety of carriers, and felt confident with the experience. The information was clear and concise and I couldn’t be happier with the options I was provided.

-VALERIE F

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Thank you SO much for all you’ve done for my family and business. We will never look at any other insurance company for our premium policies thanks again. 10/10 recommended

-Shmuley & Associates

Your Questions, Answered

How do we get started with your insurance services?

Simply reach out through our contact form or email. We’ll schedule an introductory call to discuss your goals, challenges, and desired timeline before proposing a customized quote.

What industries do you specialize in?

Our team’s expertise spans personal needs, technology, healthcare, financial services, nonprofit, and consumer goods. We focus on core business challenges—such as growth, efficiency, and change management—so our frameworks translate across sectors.

How does billing work?

Projects are scoped with clear deliverables and invoiced according to insurance carrier. This allows you to choose payment arrangements or if you’d like a discount for paying in full.

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Become an agent with us.

Whether you’re an experienced licensed agent, or you need a mentor to help you get into the field, we offer the best mentorship hands down. Click the link below to get started: