What is your company mission? We are here to bring transparency to buying life insurance. Brokers/agents/advisors get paid a percentage of the premium you pay. This means there is no incentive for a broker to save you money by trying to get a better price, it only means they do more work and get paid less. This is the problem in the industry we are trying to fix, to keep your interest at the top, not ours. Join us in the insurance transparency revolution. What types of insurance do you sell? Helm-Admin 2021-01-29T19:55:42+00:00 What types of insurance do you sell? Helm Financial is not a jack of all trades broker, we are not going to pretend we are experts at everything. However, we are experts in key person life and disability insurance, buy-sell insurance, executive compensation insurance plans, and advanced age (70+) life insurance. Is it more or less expensive to buy from Helm Financial? Helm-Admin 2021-02-09T18:22:53+00:00 Is it more or less expensive to buy from Helm Financial? Insurance company rates are set at the state level and no one can offer a discount on that price, so we are no more expensive. However, using our WayPilot program where we shop actual rates not quotes, we save clients 53% on average. How do you get paid? Helm-Admin 2021-01-29T19:54:54+00:00 We get paid commissions from insurance companies when we sell policies. See our broker compensation page to learn more. How is your process different from other insurance brokers or websites? Helm-Admin 2021-02-09T18:22:34+00:00
| Website | http://www.helmfinancial.com |
| Revenue | $200000 |
| Employees | 2 (2 on RocketReach) |
| Address | 50 Pointe Pl Unit 27, Dover, New Hampshire 03820, US |
| Phone | (603) 285-5422 |
| Technologies |
JavaScript
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HTML
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PHP
+28 more
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| Industry | Finance General, Finance |
| Competitors | Fidelity Investments, BlackRock, Vanguard, Merrill Lynch, T. Rowe Price, TD Ameritrade, Personal Capital, Betterment, Wealthfront, Schwab Advisor Services +45 more (view full list) |
| SIC | SIC Code 641 Companies, SIC Code 64 Companies |
| NAICS | NAICS Code 52421 Companies, NAICS Code 5242 Companies, NAICS Code 524210 Companies, NAICS Code 52 Companies, NAICS Code 524 Companies |
Looking for a particular Helm Financial employee's phone or email?
The Helm Financial annual revenue was $200000 in 2026.
2 people are employed at Helm Financial.
Helm Financial is based in Dover, New Hampshire.
The NAICS codes for Helm Financial are [52421, 5242, 524210, 52, 524].
The SIC codes for Helm Financial are [641, 64].