Fiduciary Insurance Partners: Insurance Solutions & Education for Fee-Only Advisors

Fiduciary Insurance Partners was founded by Christopher Clepp, CLU, who has been in the financial services industry since 2001. Throughout his career, Christopher has met many fiduciaries who have chosen the fee-only route, only to find their hands tied when it comes to helping their clients with insurance.

Too often, clients are left to navigate the insurance landscape on their own, purchasing policies online with little guidance or working with agents who don’t fully understand the fiduciary standard of care. This often results in clients receiving inadequate service, misaligned advice, or insurance solutions that don’t truly fit their financial plans.

Fiduciary Insurance Partners was created to bridge this gap. We partner with fiduciaries and fee-only advisors to ensure their clients receive high-quality, personalized insurance advice without sacrificing cost, service, or the financial strength of their coverage.

More Than Just Insurance—Education & Policy Analysis

We understand that many fiduciary advisors want to be more informed about the insurance solutions available to their clients, but don’t always have the resources or expertise to dive into the fine details of policies. That’s why we go beyond just providing solutions; we help educate advisors on what to look for in policies, how to evaluate different options, and how to integrate insurance into a comprehensive financial plan.

Additionally, we offer policy analysis services, helping advisors review their clients’ existing policies to determine if they are properly structured, competitively priced, and aligned with their current and future financial goals. Whether it's assessing an existing life insurance policy, evaluating disability coverage, or determining whether a long-term care policy remains a good fit, we provide objective, fiduciary-minded insights to support your planning process.