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About The Family

About The Family



David Morgan

Owner

 

Since 2017 The Family Insurance has been bringing a new understanding to what financial literacy actually means. From basic budgeting and life insurance, to retirement planning and unique financial strategies used to create generational wealth… we’ve changed the conversations about money  to personalize every financial and insurance plan to you and your family’s needs.

True financial education is what we believe every individual needs in order to live a financially abundant life. We make it a mission to operate solely in the best interest of our clients as we would for our own family! We pride ourselves in making each of our client’s feel as though they really matter and their needs can be met. By helping our client’s in this way we’ve been able to serve families in all 50 states, and we’d love to serve yours!

About The Family



David Morgan

Owner

 

Since 2017 The Family Insurance has been bringing a new understanding to what financial literacy actually means. From basic budgeting and life insurance, to retirement planning and unique financial strategies used to create generational wealth… we’ve changed the conversations about money  to personalize every financial and insurance plan to you and your family’s needs.

True financial education is what we believe every individual needs in order to live a financially abundant life. We make it a mission to operate solely in the best interest of our clients as we would for our own family! We pride ourselves in making each of our client’s feel as though they really matter and their needs can be met. By helping our client’s in this way we’ve been able to serve families in all 50 states, and we’d love to serve yours!

INSTEAD OF JUST TRYING to make a sale

we take the time to find out the needs of our clients and educate them on which option would best suit them. We understand that in order for us to win as a business we must first make sure you win as a part of our family!