Business Details
33 Years
experience
Trusted Life and Disability Insurance Solutions
Founded in 1993, Set for Life Insurance has established itself as a nationally recognized brokerage specializing in life, disability, and long-term care insurance. Our client-centric approach prioritizes personalized service, leveraging decades of industry experience to deliver tailored solutions for high-income professionals. As independent brokers, we maintain relationships with major insurance carriers to secure competitive rates and specialized services, including priority underwriting and exclusive discounts.Our team's expertise in navigating complex insurance needs, particularly for medical professionals, ensures clients receive policies that align with their unique circumstances. With a commitment to transparency and long-term client relationships, we provide ongoing support to adapt coverage as life evolves, ensuring financial security for clients and their families.
Services
Life Insurance
Disability Insurance
Long Term Care Insurance
Insurance Brokerage
Customized Policies
Details
- Year established: 1993
Highlights and features
- We offer 30+ years of specialized expertise in insurance for high-income professionals.
- Our independent broker model provides access to all major insurance carriers.
- We deliver personalized policy comparisons with transparent pricing.
- Our clients receive exclusive discounts unavailable through direct providers.
- We provide lifelong policy support to adapt coverage as needs evolve.
What people say
Personalized approach
Simplified complex process
Lifelong support
Expertise in medical field
Competitive rates
Services
Disability Insurance
Customized disability insurance policies protect income for professionals facing illness or injury. We specialize in specialty-specific coverage for physicians, dentists, and high-income earners, ensuring replacement income during work incapacity. Our expertise secures competitive rates and comprehensive terms through relationships with major carriers.
Life Insurance
Tailored life insurance solutions secure financial futures for dependents. We offer term and permanent policies to cover immediate expenses, education costs, and long-term financial obligations. Our Capital Needs Analysis ensures appropriate coverage amounts aligned with individual circumstances and family requirements.
Long Term Care Insurance
Long-term care policies protect assets against nursing home or home healthcare costs. We provide customized plans with flexible benefit structures, including daily/monthly payouts and inflation protection riders. Our guidance ensures clients maintain independence while preserving wealth for beneficiaries.
Insurance Brokerage
As independent brokers, we compare offerings from all major carriers to find optimal coverage. Our service includes side-by-side policy analysis, underwriting advocacy, and ongoing policy reviews. This approach guarantees clients receive comprehensive protection at competitive prices without conflicts of interest.
Customized Policies
Specialized insurance solutions address unique professional needs, including guaranteed issue options for medical residents and non-cancellable terms. We design policies with specialty-specific provisions, ensuring precise alignment with clients' career risks and financial goals through detailed risk assessments.
People
Jamie K. Fleischner
President
Founder with 30+ years of disability insurance expertise, specializing in physician protection. Holds CLU, ChFC, and LUTCF designations. Featured in industry publications and recognized by 5280 Magazine as Denver's top insurance advisor for 16 consecutive years.
Jeffrey C. Fleischner
Executive Vice President
Licensed broker and attorney with 13 years of disability insurance litigation experience. Graduated cum laude from Lafayette College and University of Denver Law School. Provides legal insight into policy terms and client advocacy.
Bruce H. Kantor
Insurance Specialist
Industry veteran since 1970 with CLU, RHU, and LUTCF designations. Focuses on employee benefits and long-term care solutions. Active member of national insurance associations with expertise in complex policy structures.
Questions
What types of insurance does Set for Life offer?
We specialize in life, disability, and long-term care insurance with customized policies for high-income professionals.
Why choose an independent broker?
Our independence ensures unbiased recommendations from all major carriers, guaranteeing optimal coverage at competitive prices.
How do you assist with policy selection?
We provide side-by-side comparisons, underwriting analysis, and personalized recommendations based on your unique needs.
Do you offer discounts?
Yes, we secure exclusive discounts through carrier relationships, particularly for medical professionals and multi-policy holders.
How are claims handled?
We advocate for clients throughout the claims process, leveraging carrier relationships to ensure timely and fair settlements.
What areas do you serve?
We operate nationwide with specialized expertise in serving professionals across all 50 states.
