A Health Insurance Advisor In Your Corner
We Love Helping Our CFP Partners
We know that the more confidence your clients have in your referrals, the more trust they have in you as their advisor. That is why trust is the foundation of our business.
The People We Love To Help
At Iconic Insurance, we focus on helping individuals and small businesses navigate their health insurance planning. We put our clients first by empowering them with the knowledge to understand what they’re buying and how to use it.
Retiring Before 65
One of the largest barriers to early retirement is uncertainty in health insurance. We are happy to say we provide all the options. We know many of your clients would love to retire before they turn 65!
Self-Employed
Whether they are leaving corporate America to chase their dreams, or they are already on that path, having confidence in their health insurance goes a long way!
Small Business Owners
As businesses start and grow, a conversation that comes up is... you guessed it, Health Insurance. We make sure they know their options for offering employees coverage.
Life Changes
Everything from moving zip codes, or even states, to a growing family or a loss of a job. These life events put Health Insurance into question. We are here to help in all situations.
Our Value
Matt Snyder
Partner, Advisor, and Chief Investment Officer at TSN Wealth Management
“I have had the privilege of getting to know Matt Allen and Iconic Insurance over the years. He is not only a man of his word, but ultimately the excitement and positive feedback from my clients gives me confidence that he is taking care of them.”
Danielle Seurkamp
Founder at Well Spent Wealth Planning
“Time and again I see Iconic give clients the best advice for their circumstances, even when that means the client gets insurance elsewhere. I not only trust their expertise, I trust them to do the right thing and to work with clients in a compassionate, approachable way.”
Eddie Arraya
COO at Illuminate Wealth Management
“Partnering with Iconic has allowed us to add an expert voice to the arena of Health Insurance to our clients. Many times, we have clients in life transitions, be it retirement or looking at a career change, and being able to refer them to Iconic has given our clients an additional tool to allow them to make personal decisions with more confidence.”
Learning More
Connect with Iconic & Download our Ebook
We love helping CFPs support their clients with quality information about their health insurance options. Learn more about how we go about helping early retirees by taking a look at our EBook.