We make the improbable, probable.

Testimonials

Hunter Gimbel

CEO
Gaber Group
As Gaber Group continues to grow, we're constantly looking for ways to improve efficiency without ever compromising the client experience—especially for the Wall Street executives, business owners, and high-net-worth families we serve. Partnering with Three Points Insurance Design has been a no-brainer. They've become a true extension of our team. Their thoughtful approach to case design, deep technical expertise, and responsiveness have allowed our advisors to spend more time where we create the most value: advising clients, strengthening relationships, and growing our business. What impresses me most is that they don't simply produce illustrations—they ask the right questions, understand the planning objective, and create sophisticated, client-friendly designs that make complex insurance strategies easy to understand. Their work consistently reflects the level of quality and professionalism we expect for our clients. For firms focused on building large, sophisticated life insurance portfolios and delivering an exceptional client experience, Three Points Insurance Design is an invaluable partner. I recommend them without hesitation.

John D. Dovich CLU®, ChFC®

Regional President
Senior Managing Director

MAI Capital Management LLC
Three Points Insurance Design has been a terrific resource to me and to our organization. They ask the right questions on the front end to complete initial insurance designs. As I review the designs they respond well to questions and idiosyncrasies within products and their applications. If you care about your clients and implementing sound insurance strategies, I recommend Three Points Insurance Design without reservation.

Greg McCormick

National Sales Director

InSource, Inc.
InSource has worked with Three Points Insurance Design for a little over a year. It has been wonderful to add their expertise and excitement about comprehensive risk management solutions to our team and deliverables with our trusted financial professional partners across the country. Having Three Points Insurance Design on our team allows us to scale our operations and makes our entire team much more efficient in helping us grow our distribution and our business. You are hard pressed to find this level of high-quality professional experience in the insurance space anymore. We could not recommend a better person than the Three Points team to help additional organizations grow and reach their goals.

Stephen Peterson

Elevate Financial
Working with the team at Three Points Insurance Design has been a truly refreshing experience. Their extensive knowledge, unwavering dedication, and deep expertise in life insurance and case design have been invaluable to our firm. The cases they have designed for us have consistently resonated with our clients, with none declining to move forward. The seamless blend of their profound understanding and the aesthetic clarity in their presentations makes it effortless for clients to grasp the value of permanent life insurance. Often, clients are eager to proceed after seeing one of their designs. I highly recommend Three Points for anyone seeking excellence in life insurance solutions. If you care about your clients and implementing sound insurance strategies, I recommend Three Points without reservation.

Matthew F.

Large National Insurance Brokerage and Consulting Firm
I am happy to share my experience working with Three Points Insurance Design as our life insurance case design partner. From start to finish, they have demonstrated exceptional expertise and professionalism. They take the time to understand our firm’s unique needs, approach, and how we can work together on matters to enhance the experience for our advisors and clients.

Their attention to detail, clear communication, and commitment to finding the best solutions in the market are nothing short of impressive.