Our Story
We're not captive to any carrier. We're not trying to sell you the highest-commission product. We're here to build a relationship and help you make the best decision for your family and your future.
Who We Are
AskMeHow.Life was founded with a simple belief: every person deserves access to the same sophisticated financial strategies that wealthy families have used for generations to protect and grow their wealth — tax-free.
Since receiving our license in 2018, we've served clients ranging from 8-day-old newborns (insured by parents building a legacy) to 80-year-olds securing their estate plans. Our clients span young families, business owners, doctors, executives, and retirees across Virginia, North Carolina, South Carolina, Georgia, and New York.
As an independent agent, we are not captive to any single insurance carrier. That means we shop the market on your behalf, comparing dozens of carriers to find the policy that truly fits your goals — not the one that pays us the most commission.
Our approach is always education-first: we explain every option in plain English, provide side-by-side illustrations, and never pressure you toward a decision. You choose when you're ready.
What We Stand For
We are not captive to any carrier. Our recommendations are based solely on what's best for you — never on carrier incentives or quotas.
We explain everything clearly before we recommend anything. An informed client makes the best decisions. No jargon. No pressure. Just clarity.
We don't disappear after the sale. We review your policies as your life changes — marriage, children, retirement, business milestones.
Our clients are our neighbors. We take seriously the responsibility of helping families in our communities build lasting financial security.
Licensed In
Licensed insurance agent — life, health, and annuity products.
Licensed insurance agent — home state license since 2018.
Licensed insurance agent — life, health, and annuity products.
Licensed insurance agent — life, health, and annuity products.
Licensed insurance agent — products available are subject to NY insurance regulations including ISC §3209.
Serving clients outside these states? We may be able to refer you to a trusted independent agent in your state. Contact us.
Find Us
11694 Crossroads Place
Concord, NC 28025
Monday – Friday, 9am – 6pm EST
Evenings & weekends by appointment