Introducing Ladder For Advisors

“SO EASY, unbelievably easy. and no calls from brokers or sales dudes… Customizable. Dope stuff.”  – Jeremiah B, Mesa, AZ on Ladder. 

*  *  *


Ladder has introduced Ladder for Advisors, a solution that provides financial advisors with an efficient way to help their clients implement term life insurance as part of their ongoing financial planning.


The idea of Ladder for Advisors is simple – advisors access the Ladder platform to share materials with their clients, who can apply for an instant decision on fully underwritten term coverage – ranging from $100k to $8m, from 10 to 30 years. Policies are issued by Fidelity Security Life Insurance.

In addition, advisors have access to a dashboard that provides the visibility necessary to help ensure their clients have the right amount of coverage for their needs, at any given time.

“Ladder for Advisors is aimed at helping financial advisors deepen their relationships with their clients by ensuring this important component of a holistic financial plan is addressed. Ladder’s digital approach makes it easy to not only get life insurance in place instantly but to also be able to adjust it as needs change over time.” – Ladder cofounder Jeff Merkel.

// Financial Advisors Brochure