Our Approach

Why would emerging wealth individuals and couples, established families and successful business clients choose Appel Insurance Advisors as their insurance "coach"? First and foremost, Appel Insurance Advisors has specific knowledge in the life insurance field, with a focus on advice rather than being product focused. Like a good coach, we look at the whole field of options available to us, determine with you the best strategies to help reach your goals, and find the best players to make it happen. As the client/trustee, you may also choose to utilize our teams of highly qualified professional advisors as some of the players on your team. Many levels of “coaches” work in financial services. What sets Appel Insurance Advisor’s apart is the comprehensive nature of what we can accomplish as your personal or corporate insurance portfolio professional.