DecideGuide

TM

You're unique.

Now the financial advice you follow can be too.

The financial advice you follow should be too.

 

   Stop cookie-cutter search. Access just-for-you advice for the decision you want to make, when you want to make it.

Quick, simple, always available. 

 

Replace cookie-cutter search with just-for-you advice for the decision you want to make, when you want to make it. 

 

No more time-suck cookie-cutter search. Make better financial decisions with just-for-you advice for the decision you want to make, when you want to make it.  

Save time, money & worry 

Your time is too precious to waste

Know your right next step in minutes 

 With simple yes/no answers to key questions you know what is right for you.

Even one answer can save time, money and worry with the right decision journey to achieve your unique goals 

Meet Sara and Mike. 

Both are wondering whether life or disability insurance will achieve their goals.  

To help them decide they launch DecideGuide 

Sara's very first answer personalizes her insurance journey from Mike's

saving her time, effort and worry

Sara and Mike ask

DecideGuide:

"Is life insurance or disability insurance right for me?

DecideGuide asks:

Does a child, partner, or other adult depend on your income?

Sara answers "No"

Mike answers "Yes"

Life insurance will not achieve Sara's goal as it pays only to a beneficiary, not to Sarah, the insured. Learn >

​Life insurance can achieve Mike's goal if he wishes to provide for beneficiaries.

Do you
want to provide for your dependents in the event of death?

Avoiding any waste of time, Sara continues to find the insurance which can achieve her personal goal. 

​Life insurance achieves this goal.

Do you want
to replace lost income in case of disability?

Mike may (also) want replacement income during his lifetime. 

Disability insurance can provide benefits to the insured person (Sara or Mike) when there is a qualifying injury or illness, so it can achieve this goal.  

 
 
 
 

Achieve your financial goals in 3 simple steps

Discover your next

best step 

Compare offers from multiple providers

Effortlessly take action

to achieve goals 

Step 1

Step 3

Step 2

How to discover your next best step before you act

and act with greater confidence  

1.  Ask your question

2.  Choose Yes or No  

3.  Reach your personal answer

4.  Compare options

5.  Take action  

How it works

Ask you question

Answer yes or no key questions personalizes your decision journey to reflect your unique situation, needs and goals

Save time, money & worry 

Know what's in your best interest then effortless act to achieve your goals 

 

WIN makes it quick & simple to achieve your financial goals

 3 steps with the best of everything you need at your fingertips  

Step 1: Determine what's in your best interest 

Step 2: Compare terms & prices offered by multiple providers

Step 3: Take action to achieve your goal 

Search returns millions of results which may not be accurate, unbiased, or optimized.

 

General information and cookie-cutter answers are not personalized to your unique situation, needs and goals. 

To read, verify and apply information takes time and effort, and even then are you sure?

Search = lots of information, lots of time, lots of error

 

WIN = curated, accurate, relevant, trustworthy content & customized personal answers

WIN is a trusted platform for personal, expert answers and time-effective comparison of multiple offers.

WIN DecideGuide is built on science by fiduciary financial experts

Why it matters ...

Only fiduciary advisors are legally and ethically required

to put your best interest before their own

Why WIN is better than search 

"A fiduciary duty is the highest standard of care" - Cornell Law Dictionary

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