AboveBoard Financial Reviews 

If you have put off getting life insurance due to the hassle involved, I highly recommend AboveBoard. I used them because they were recommended for exactly this reason: they are easy to work with and communicate with online. Every step of the process was clear. Team communciates via email and let you know when you have an action and when things are just chugging along. We are genuinly a bit time impoverished and are hard to reach during the week, and the AboveBoard was the right fit for us.

AboveBoard Financial helped me get life insurance in a complex situation. I had a one-off rare health situation but was otherwise quite healthy. AboveBoard Financial found me a life insurance carrier (when many carriers turned me down) and handled all the paperwork. When the first carrier eventually declined, the appealed and got me life insurance. Then they found another carrier that was a lower price. The process took nearly 9 months, but they stuck with it and got it done. Without AboveBoard Financial I would have not been able to navigate through this process and get life insurance.

Wallis & Rachel were incredibly helpful and made an otherwise compliex life insurance process accessible and understandable. They helped us consider our needs, select the right policy, and successfully navigate the application and underwriting process, all the while also being responsive and efficient. I would heartily recommend them to friends and family.

I had a great experience with AboveBoard! Wallis, Rachel, and their team are incredibly high touch and experts at making the application and decision process as straight forward as possible. From start to finish, I felt very well taken care of. I would recommend them wholeheartedly.

They are wonderful team! They were helpful in answering my questions and made the process easy.

We had a great experience with Above Board Financial from start to finish. We needed life insurance and had no idea how to go about it. The process was seemless and now we are all set with no fears about the future of our loved one if anything were to happen to us. We cannot recommend them enough!

AboveBoard is fantastic! They helped me navigate the process of getting life insurance while pregnant--I was always updated on where things were in the process, and they helped to make a lengthy process as pain-free as it could be!

They were very helpful and customer service was great. We were connected to them via a recommendation, and were happy at how easy they were to work with. Lots of frequent follow-up started to feel a little too much, but I would definitely recommend them to someone ready to purchase insurance.

Wallis Tsai made it super easy for me to get a more customized version of life insurance that I need to get quickly before a planned family change. Highly recommend working with her and her team.

Strongly recommend working with AboveBoard Financial. I have some health issues that added complexity to my search for affordable life insurance and they navigated me through the whole process. I appreciate their responsiveness and genuine concern for a good fit between customer and insurance provider.

Caring and responsive team that always prioritized my interests. They had a clear grasp of the market, helping identify plans that worked best for me and then guiding me through the whole process. I highly recommend their services!

Wallis and Rachel made the process of learning about and purchasing life insurance an absolute breeze. Every detail was spelled out in plain English for a delightful, pressure-free experience.

AboveBoard Financial provides dedicated, knowledgeable, and personalized support for getting health and/or disability insurance that is right for you. I’ve used Aboveboard to get health and disability insurance when my son was first born and I was very pleased with the quotes I ultimately received and my policy package. Most of all I appreciated the patience they had to walk me through any and all questions of the policy such that I could be confident the insurance I ultimately received met all the needs of my family. I highly recommend AboveBoard Financial!!!!

Fantastic, seamless service. The aboveboard team helped us navigate the world of insurance providers super easily, giving us some great advice on how different policies and providers differed! Would highly recommend

Really how appreciate Wallis and Rachel guided me through a process that, let's be honest, NO ONE likes to do, and they made it a breeze! They hopped on the phone to explain the process (no charge for the consultation!), ushered me through every step of the application, shielded me from as much foolishness from the insurance companies as possible, gave me tips on reducing my premium, sent gentle reminders to keep me on track, and issued a concise, easy-to-understand summary of my final policy once everything was tied up in a bow. And special hats off for helping this pregnant lady navigate a process that definitely discriminates against preggos! Would highly recommend this company to anyone thinking about life insurance - so much so that I've got my husband signing up next.

Above Board Financial was amazing to work with for our life insurance. They helped us navigate the process, including finding solutions to any difficulties we encountered along the way. We are very happy with the results and with the process.

Wallis and team were fantastic, patient and informative. They helped us every step of the way in making sure that we made the best decision for our family in terms of the type and size of our life insurance policies.

We would certainly work with them again for any future financial planning needs

I felt like AboveBoard was really looking out for me and tried to make this process as easy as possible!

Wallis and Rachel provided excellent and timely communication through my process of purchasing life insurance. They worked with me to maximize the coverage that made sense for me while keeping my budget in mind. They also helped me navigate less straightforward questions about my outdoor recreation (climbing, skiing) on my application. Most importantly, I felt cared for and secure. I often feel anxious about my finances, and Wallis and Rachel's expertise paired with their approachability made the process smooth and stress-free - something I had not yet experienced when addressing my financial health. I highly recommend AboveBoard Financial.