(801) 214-9678 info@gardainsurance.com

Why Choose Us?

Insurance agents and financial advisors are a dime a dozen. So why should you choose to work with us?

Our clients will give you their reasons. Here are ours:

We Help You Create Financial Freedom & Build a Generational Legacy

We are far more than insurance agents trying to foist a sale on you to earn a max commission.

Our passion is helping you create financial freedom and build generational wealth. Everything we do and all our recommendations are intended to achieve those goals.

Our expertise with insurance isn’t just knowing products. It’s knowing how the products fit into a holistic financial plan to build, protect, and perpetuate long-term wealth.

In short, we are not product pushers. Rather, we see the big picture of what you want to accomplish and make recommendations accordingly.

Seasoned Experience and Proven Track Record

Garda founders Ryan O’Shea and Dale Clarke have a combined 40 years of experience in the life insurance industry. Speaking frankly, we are a powerhouse of knowledge.

Dale has been a 4-time Chairman’s Club qualifier and 5-time Top of Council qualifier with MassMutual, and we have achieved similar accolades with many other insurance companies.

We consistently rank in the top 0.1% of agents (as based on our production and sales volume), demonstrating our ability to deliver exceptional results.

We Maximize Your Benefits, Not Our Commissions

There’s a reason why the insurance industry has given itself a bad name. There are far too many agents who give recommendations based on maximizing their commission, not your benefits.

Our clients will assure you that all our recommendations are intended to maximize your benefits, not our commissions.

You can trust that we will always do the right thing for you, regardless of our commissions.

Empathetic Approach and No High-Pressure Sales Tactics

Unlike the majority of agents in the industry, we prioritize education over sales pitches. Our approach revolves around active listening, ensuring that clients feel heard and understood.

We don’t push agendas or resort to high-pressure tactics. Instead, we empower you to make informed decisions about your financial future.

Many clients have told us that that one of our greatest strengths is active listening and empathizing with them.

Simplified Expertise in Overfunded Whole Life Insurance

Breaking down the complexities of overfunded whole life insurance is our forte. We’ve mastered the art of simplifying intricate concepts, making them easily digestible for our clients.

We engage, educate, and empower—turning what may seem daunting into a comprehensible journey.

Versatile Coverage Options

Beyond life insurance, our expertise extends to disability insurance, long-term care, annuities, and more.

We offer a comprehensive range of coverage options, ensuring our clients find tailored solutions to safeguard their financial well-being.

Unparalleled Customer Responsiveness

Our commitment to customer satisfaction is unmatched. We pride ourselves on responsiveness.

We understand that navigating the intricacies of insurance can be overwhelming, and our dedicated team ensures a seamless and supportive experience for our clients.

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