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Omnipoint Services
Friends and family together, arms around one another, looking out over the water.

For every stage of life

Guidance you can trust with your family’s future.

Omnipoint helps families protect what matters and plan what’s next, from insurance to retirement to legacy. Independent advice, in plain language.

How it works

  1. 1

    Book a free consult

    A relaxed conversation about where you are and what is on your mind. No cost, no obligation.

  2. 2

    We understand your situation

    We listen, ask the right questions, and shop the market on your behalf.

  3. 3

    You get a plan built for you

    Clear options in plain language, and support putting them in place.

$50M+
Coverage placed for clients
500+
Families served
15+
Years of experience
98%
Client satisfaction

Wherever you are

Help that meets you at the moment you’re in.

A parent holding their young child close, outdoors in warm light.

Starting a family

If something happened to me, would they be okay?

This is usually the first time protection stops being abstract. We help you put the right coverage in place and start setting money aside, without overbuying what you do not need.

In their words

What clients say.

Omnipoint showed exceptional patience and provided great financial education. No high-pressure sales tactics. I'm so happy I spoke to them and got my investments and insurance streamlined!

Michael JohnsonSmall Business Owner

Independent

We work for you, not one company.

We are independent. That means we shop a range of carriers on your behalf and recommend what fits you, not what one company wants to sell. Among the companies we work with:

  • Nationwide
  • Lincoln Financial
  • Mutual of Omaha
  • Corebridge Financial
  • Ameritas
  • Athene
  • American Equity
  • F&G
  • North American
  • Ethos

Before you reach out

Common questions.

Do I have to pay for the first conversation?
No. The first consultation is free, and there is no obligation. It is a chance to understand your situation and talk through your options, nothing more.
Are you tied to one insurance company?
No. We are independent, which means we shop a range of carriers on your behalf and recommend what fits you, rather than what one company wants to sell.
What should I bring to the first call?
Nothing formal. It helps to have a rough sense of your income, your family situation, and what is worrying you. We take it from there.
How long does it take?
The first conversation is usually 30 to 45 minutes. Putting a plan in place depends on what you need, and we will be clear about the timeline before you commit to anything.
Is my information kept private?
Yes. What you share is used to help you, shared only with the licensed people and carriers working on your plan, and never sold. Our privacy policy spells this out.

Let’s start with a conversation.

Free, no obligation, and genuinely useful whether or not you decide to work with us.