Careers
Build a different kind of insurance practice.
We are looking for licensed professionals who are tired of product-first selling and want to do real, integrated planning for families and business owners who value it. Here you have an affiliated investment advisory firm and tax firm behind you, so you can serve clients more completely, stand apart from the run-of-the-mill insurance shop, and grow a practice that lasts.
Who we are
Living Prepared is an independent life insurance and annuity firm for affluent families and business owners. We plan first and place products second, we stay independent of any single carrier, and we work under common leadership with Whitwell & Co., LLC, an SEC-registered investment advisory firm, and Whitwell Tax & Ledger Co., a tax and accounting firm. That means an advisor here can bring investment and tax expertise to the table, serve clients more completely than a stand-alone insurance shop can, and build a more valuable practice. It is a different way to work, and it attracts a different kind of advisor.
Who we are looking for
- Licensed agents and advisors who put clients first
- People who would rather plan than push a product of the month
- Team players who value credentials, rigor, and continuous learning
- Advisors who want their work to connect to a client's whole financial plan
What we offer
Real independence
You are not captive to one carrier. Work across the market and recommend what actually fits the client, not what a home office needs you to sell.
Institutional support
Research, case design, and analytics stand behind every recommendation, so you can compete on substance, not sales scripts.
Integrated planning
Work alongside Whitwell & Co., LLC, an SEC-registered investment advisory firm, and Whitwell Tax & Ledger Co., a tax and accounting firm, so the insurance you place connects to a client's tax, investment, and estate planning.
A client-first culture
No quotas. No pressure. No product of the month. We earn relationships by telling clients the truth, including when they do not need what we sell.
A credentialed team
You will work beside CFA® charterholders, CERTIFIED FINANCIAL PLANNER™ professionals, and Enrolled Agents who take the craft seriously.
Modern Automation Tools
Access to modern automation tools that take routine work off your plate and free up your time, so you can spend it where it counts: serving clients well and growing your book.
Confidential
Start a conversation, on your terms.
The most useful first step is a thirty-minute private conversation.
Nothing leaves the room.
Living Prepared, LLC is an affiliate of Whitwell & Co., LLC, an SEC-registered investment advisory firm. Insurance and annuity products are offered through licensed insurance professionals. Living Prepared, LLC is not a registered investment advisor. Living Prepared is an equal opportunity employer. See our Disclosures for full details.