How We Create Clients For Life



First, we work to understand you and your needs.

“Set for Life Insurance exceeded my expectations. They took the time to get to know me and understand my needs. They provided excellent service and communicated well throughout the initial process and over the years.”

Dr. Alexander W.

Anesthesiologist, New Haven, CT

“Set For Life Insurance really takes the time to get to know the client and his/her needs. Service is very individualized and personable, and ultimately exactly what I needed. I felt very well taken care of, and will definitely return in the future when I have more needs.”

Dr. Arianna W.

Gastroenterologist, Denver, CO


Then, we demystify a complex process.

“I wanted to extend my gratitude to Set for Life Insurance for their tremendous help. I had requested quotes from multiple websites and the process seemed overwhelming—until I finally contacted Set for Life. They took the complex process and simplified it for me. They listened to me and helped guide me to make the best decision for my situation.”

Dr. Sanjit M.

Dentist, Atlanta, GA

“Set for Life Insurance has been my disability insurance resource for several years now. They have been tremendously helpful in demystifying the insurance world for me. They are always responsive, but what I appreciate most is their proactive anticipation of my needs. With Set for Life on my side, I’m confident that I’ll be able to provide for my family in the event of a disability.”

Stuart G.

Database Developer, El Cerrito, CA


And then, we help you as your needs change and grow.

“I have worked with Set for Life Insurance since my first day of residency (~15 years ago!). She looks at me as a mother and as a physician. I have always felt secure in the knowledge that Set for Life is and has been looking out for my best interest and the well-being of my family!”

Dr. Sonja O.

Physician, Denver, CO

“Set for Life Insurance has been helping our family with an array of financial needs for 13 years. Back when we were starving students and starting a family, they helped us understand and outline goals for income protection, savings, college planning, and life insurance. Even though we could not afford to do it all at once, they helped us make a plan. Today, as our children are growing older and I am part of a thriving medical practice, Set for Life continues to help us with our goals. They are not only experts in their field, but they feel like friends, too.”

Dr. Willow M.

Pediatrician, Anchorage, AK


Ready to get set?

Let one of our team get to know you, and help you find the best insurance solutions for you and yours.