About Us

Independence… the Bedrock of Insurance Fiduciary

Strategic Insurance Solutions is a 100% independent insurance advisory firm, born from the experience as a captive advisor of a large insurance firm.  The captive / semi-captive advisor is very common in the industry today.  It contractually obliges the advisor to recommend the contracting insurance companies policies first…and sometimes only.  In this capacity, regardless of fees, performance, or options…the advisor is still able to consider themselves a fiduciary acting for the sole benefit of the client.

There are many “semi-captive” advisors whom still must promote their contracting insurance carriers products first…and only if the client is denied coverage may the advisor shop out to other carriers.  

In light of the inherent conflicts of interest, Metz Strategic Insurance Solutions was created on four core beliefs.

We believe there is no way to act as a fiduciary without true independence.

We believe clients should understand the fees associated with policies and their options.

We believe there is no better tax advantage than that available through life insurance contracts.

We believe life insurance provides one of the best solutions for protecting wealth in America from the market risks of Wall Street, and the risks of potential rising taxes.

Our Mission & Values

Our mission is to protect Americans’ wealth from the risks of stock market investing and Washington’s taxing power through independent, professionally structured life insurance.

The heart of our firm is “The Wealthshare Program” where we donate 10% of our firm’s profits to local charities.  Our donations include our church, and causes important to our clients.  Each client is asked about philanthropic endevours dear to their hearts, so that we may contribute to the charities important to them.

Integrity

Integrity is a word that has been thrown around so much…it becomes almost meaningless.  Salesmanship seems to have triumphed over stewardship.

We demonstrate our integrity everyday in our actions.

We are able to articulate the fees associated with the solutions recommended, and compare to other options.

We are able to discuss commissions paid because we design insurance contracts to pay the client the maximum, and us the minimum.

Because of this…we welcome clients to bring in other insurance professionals proposals.

We welcome this because we are confident we are doing what is absolutely best for the client…every…single…time.

Trust
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Independence

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Charity

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Our Process

Access

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Control

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Review

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U
Identity

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Conrad Metz

Conrad Metz

Founder

Conrad Metz began his insurance career in 2008 with Northwestern Mutual.  As a new advisor during the worst economic recession in generations, the power and stability of life insurance left an indelible mark.  Clients lost money in all asset classes, except permanent life insurance.  Those policies allowed clients to purchase assets at fire sale prices…creating a true wealth multiplier effect from one of the most stable, consistent financial tools available.

Today, Strategic Insurance Solutions is a 100% independent insurance advisory practice.  This provides the necessary foundation on which to provide the best solutions possible for clients.  We represent the best insurance carriers based on multiple criteria such as low cost, high performance, guarantees, bank owned life insurance policies, legacy and estate structures, and more.

Get Started Today

The first step is to schedule a 15 minute phone consultation.  During this time, we will ask about your needs and help you decide if life insurance is a suitable solution for you or your company.

Book a Free 15min Phone Consultation