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Who we are

Money Insights was founded on the principle that “off-the-shelf” products and solutions often do not meet the needs of high income earners. Our team works to collaboratively design customized financial solutions that will leave a lasting impact for each of our unique clients.

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Hear From Our Clients

Our customer’s feedback and experience are the most important part of what we do and what motivates us to strive forward.

Rob Hamilton

“Rod and his team have been excellent to work with — they worked well under pressure with a deadline to get us a new policy and did fantastic work. Always helpful, great to help plan the next phase in our financial journey.”

5/5
Personal Financial Planner

Rosson Shumway

“Working with Rod was a great experience. Calls were scheduled conveniently and the process overall moved as quickly as possible. Their team was very good at educating and informing me on the ins and outs of a life insurance policy and made sure everything was crystal clear before moving forward. I’d highly recommend working with these guys!

5/5

Natalia Filipof

“Rod and Brittany have been amazing to help me set up my life insurance policies!! Rod walked me through how it works and answered all of my questions. I feel Rod and his team can be trusted. I would highly recommend to anyone!!”

5/5

Jen Lemon

“We had an excellent experience working with Money Insights and are continuing to work with them on additional policies. I was so impressed with the communication as well as the education provided to ensure that we understood our policies and to make sure that they met our needs.”

5/5

Kush Singh

“I’m extremely happy with my experience with Christian and Rod. They are knowledgeable and easy to work with. I have nothing but good things to say about the entire team. I strongly recommend.”

5/5

Greg Cheatham

“Very good experience…..After opening the first policy and then getting a loan against the policy, it was so easy that I opened a second policy. My only regret is that I waited a year before I started the 1st policy. Would recommend to anyone who wants to positively change their future to begin working with Rod and Christian sooner rather than later.”
5/5
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