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About Topo Financial

Topo Financial is a boutique-style, full service brokerage that takes insurance personally. We specialize in life, annuity, long term care, and disability insurance. We cater to the individual and unique needs of our clients, the agents who support them, and future team members who want to kickstart their financial career. No matter your insurance or financial needs, Topo Financial is here to make your journey as fast and painless as possible by getting the lowest rate possible for the best possible coverage. Although we have been in the industry for years as producers, Topo Financial is not afraid to challenge the status quo. Just because it's "how it has always been done" does not mean that it can't be updated, automated, streamlined, or done in a less risky way. We recognize the desire of our clients to protect their families and we understand what it takes for agents to move a case from "quote to paid." We know we can revolutionize how those needs are met through innovation, efficiency, and good old-fashioned hustle. At Topo Financial, we want clients to quit paying too much for life insurance and get covered faster. It's why we've established relationships with 30+ nationwide insurers to instantly compete for the client's business. It's why we created Topo Express, the easiest and fastest way to process life insurance with an industry-shattering 24 hour response time. It's why we designed an app where agents can easily quote and submit policies from any connected device, anywhere in the world. We are here for you.

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