Insurance & Estate Planning Handled at a Higher Level
Structured advice delivered by people who answer for their work. Built for individuals and organizations with real exposure, real assets, and no margin for error.
Insurance & Estate Planning Handled at a Higher Level
Structured advice delivered by people who answer for their work. Built for individuals and organizations with real exposure, real assets, and no margin for error.
Insurance & Estate Planning Handled at a Higher Level
Structured advice delivered by people who answer for their work. Built for individuals and organizations with real exposure, real assets, and no margin for error.
Our Partners
We collaborate with a network of renowned brands and financial institutions, ensuring our clients enjoy the best coverage and expertise available.
The Edge You Need, the Protection You Deserve
Not all insurance and estate planning is created equal. Only the right protection stands when it matters most.
Insurance
Guard Your Family, Your Life, and Your Future:
Accidents, illness, and unforeseen events happen fast. Make sure your loved ones are fully protected and your finances stay secure.
Estate Planning
Secure Your Legacy Before Life Decides for You:
Estate planning isn’t about death, it’s about control. Lock in your wishes today and keep your family fully protected and your assets secure no matter what.
Life Insurance Settlements
Turn Policies You No Longer Need or Can’t Afford Into Cash:
Many people overlook a little-known solution that converts life insurance into funds quickly, so your policy works when it matters most.
Meet Our Founder
Learn about the vision behind our company and the team driving it forward.
With decades of experience, our founder leads Sword and Shield with a vision of trust, integrity, and customer-centric solutions that solve real world problems.
Featured in leading publications and industry news:
Affordable Under 65 Health Coverage
Stop waiting to use your benefits. This plan works in the real world.
• Low, predictable copays — for visits, tests, and outpatient care
• No-cost preventive care — checkups, screenings, and annuals
• Coverage you can use — no delays, no confusion, no surprises
• ACA-compliant coverage — meets state and federal requirements
• Pair with other plans — short-term, indemnity, and accident
• Simple, transparent pricing — no age or ZIP-code surprises
• Nationwide availability — benefits wherever you live or travel
• Optional dental & vision — add additional care that keeps you healthy
Accident & Specified Disease Protection
Powerful protections that pay when accidents or serious illness strikes.
• Specified Disease Insurance — Covers 20+ major conditions
• Up to $1M annual / $5M lifetime in disease benefits
• Pays 80–100% after deductible for inpatient & outpatient care
• Optional First Occurrence Cancer benefit for faster financial support
• Guaranteed issue Accident Plans — no medical underwriting
• Covers ER, urgent care, surgery, hospital stays, & follow-up care
• Optional Accidental Death & Dismemberment (AD&D) benefit
• Accident Protection — Financial support for injuries and emergencies
Life Settlements
Access the value of a policy you no longer need or can’t afford.
• Convert your life insurance into immediate cash
• Stop paying premiums and free up resources
• Funds can cover retirement, medical expenses, or debt
Estate Planning
Protect your family, assets, and legacy with clarity and control.
• Keep your wishes intact and avoid court surprises
• Minimize legal costs and delays for your heirs
• Maintain control over your legacy and important decisions
Check Your Medical Bills Instantly
Endorsed by Dr. Bill Hennessey, advocate featured on Dr. Phil and major media.
• TrueCharge AI – spots inflated or unusual charges instantly
• Upload your hospital bill — drag & drop UB-04 or HCFA 1500 forms securely
• Negotiate savings — download a detailed report or connect with experts
