Unlock your financial potential and create new pathways to wealth

INVEST WITH BENEFITS VIRTUAL SUMMIT RECORDINGS

Empower Your Wealth Journey with Investments Tailored to Your Goals

Christian Allen & Rod Zabriskie

Invest with Benefits

David Perez

Leverage STR Properties for Tax Savings & Wealth Building

Jeff Hampton

STR Asset Protection

Nelson Dellis

Networking Ninja: How to Remember Every Name and Boost Your Connections

Lisa Chastain

The Art of Prosperity: Crafting your Wealth Narrative

Adam Carroll

The Shred Method

Zulfe Ali

Alternative Investment Opportunities

Donna Corbin

Precious Metals

Brandon Steiner

Secrets to Marketing and Branding Success

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Alex Bean

Factory For Good

Joe Camberato

Lending to Build Wealth

Steve Carlis

Scaling your Business Through Thought Leadership

Chris Larsen

How to Predict the Future of Real Estate & Find the Best Deals in Your Local Market

Nona Djavid

1 Week/Month Lifestyle, Design, Build and Live it

Clint Coons

Asset Protection

Meet your team at Money Insights

Christian Allen is the founder and CEO of Money Insights. He launched Money Insights in 2014 after working in the financial services industry for over a decade. Christian’s mission is to help high income earners accelerate their wealth building, optimize their investing and find new and innovative ways to go from high income to high net worth! He is passionate about entrepreneurship and helping others. He enjoys playing pickleball, watching sports, and spending time with his wife and children.

Rod Zabriskie is the President of Money Insights working directly with clients and the team to create an enjoyable environment for all. He has worked in financial services since 2009, after a decade of working in small businesses for others. He holds an MBA, with an emphasis in entrepreneurship, as well as an undergraduate degree in Marketing Communications. Rod is married to Jodi, and they have 7 amazing children.

Together, Christian and Rod host a weekly podcast called the Money Insights Podcast. Every week, they gather to explore the captivating realm of money and business. From topics on generational wealth, insights into investing strategies, current money news headlines, and much, much more – every episode is thoughtfully designed to be packed full of valuable takeaways!

Schedule a Consultation

Schedule a call with a member of the Money Insights team and we will connect you with the right person.

Business Financial Advisor

CONTACT US

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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