Tech Meets Tradition

Transforming Life Insurance for Affluent Household

Founded by leaders from Silicon Valley and the insurance world, Trustnest Life blends technology and tradition to transform how advisors deliver life insurance to affluent households. We’re a wholesale distributor designed for efficiency, exclusivity, and high-performance support.
Affluent Family
High-networth family
Built for Elite Advisors

Precision Support for $500K+ Clientele

We partner only with select advisors who serve clients with assets of $500,000 or more. Our team’s expertise in technology, data automation, and high-touch service ensures superior outcomes for advisors and clients alike. By combining fintech precision and personalized servicing, we enable faster case placement and deeper client relationships.
Three smiling young adults standing indoors, two men and one woman in the center.
Three people sitting at a wooden table in a modern office, smiling and engaged in conversation.
Built for Elite Advisors

Why choose us?

Trustnest Life is purpose-built for high-net-worth life insurance distribution. With Silicon Valley leadership and deep insurance expertise, we deliver a tech-powered ecosystem that accelerates case placement, enhances advisor transparency, and preserves brand prestige. We partner only with top-tier professionals serving affluent clients, ensuring every relationship is high-value and growth-ready
Accelerated Case Management
Real-time visibility, automated underwriting, and CRM integration streamline every step of the advisor workflow
Accelerated Case Management
We work only with select partners serving $500K+ clients—ensuring premium service, brand integrity, and strategic growth.
Icon

Get in Touch

We welcome you to apply through our intake form.