cover-image

Announcement

Member Milestone: $100M in Life Coverage for Loved Ones

Announcement

May 28, 2024

We’re excited to have reached a new milestone for our members: providing over $100 million in life insurance coverage to help protect those who matter most and increase the tax efficiency of their portfolios. 

It might come as a surprise to learn that Arta offers insurance, but we see it as a key financial superpower not to be overlooked. 

It’s a tool that may be used to hedge against future uncertainties, allowing you to live life to the fullest with peace of mind. And beyond mere protection, permanent life insurance can be a powerful way to grow your wealth, with possible tax advantages particularly for those in high tax brackets.

The reality is that insurance doesn’t have a positive connotation with many Americans. It’s often associated with high fees, opaque jargon, and pushy salespeople. A historical misalignment between the financial advisory and insurance industries has often left clients without good advice about using insurance products as financial planning tools.

We’re proud to be building an insurance model that’s unique in the industry by better aligning interests with clients and leading with choice, transparency, and holistic advice:

  1. As a digital family office with comprehensive expertise in investments, taxes, and insurance, we treat insurance as one integral component of your broader financial landscape.

  2. We don’t compensate our insurance team on commissions or have any special partnerships with individual insurers. 

  3. We compare policies from over 30 nationally recognized insurers to help ensure our members get the best value and coverage based on your needs and financial goals. 

  4. We help make insurance simple - to understand, to buy, to use. With a few clicks, you’re on your way.

Ready for Arta’s help in meeting your insurance needs? Create your Arta account and schedule a call with one of our insurance experts.

You can also learn more about Wealthgen Insurance, our permanent life insurance offering that is proving popular with Arta members who want protection and a tax-efficient investment solution.

Disclosures

See important disclosures here.


Share

Get the latest market trends and investment insights

WEALTH PLATFORM

Overview

Private Investments

Public Markets

Cash Management

Structured Investments

Family Office Services

Direct Indexing

Wealthgen Insurance

Pricing

WHO IT'S FOR

Member Stories

PARTNER

Overview

Get In Touch

contact@artafinance.com

Important Disclosure Information

Arta Finance Wealth Management LLC ("Arta") is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Arta’s affiliates include Arta Finance Insurance LLC which offers insurance brokering services, Arta Finance Club which offers tax and estate planning educational services, and Arta Wealth Management Pte. Ltd. which is regulated by the Monetary Authority of Singapore (“MAS”) and provides licensed investment products and services in Singapore. Clearing and custody of all securities are provided by Pershing LLC. For additional legal and privacy related information related to Arta Finance, please visit https://artafinance.com/legal-privacy-terms. For additional disclosures related to Arta Finance, please visit https://artafinance.com/disclosures.

The information displayed on this website is for informational purposes only and is not an offer or solicitation to purchase or sell securities. Arta Finance believes information presented is accurate at the time of publishing, but may not be updated regularly. Investing involves risks, including the potential for principal loss. Past performance is no guarantee of future results.

The investments discussed herein may be unsuitable for investors depending on their specific investment objectives as well as financial and tax position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances before deciding to invest with Arta Finance. There is no guarantee that the strategies and services offered by Arta Finance will be successful or outperform other strategies and services. Investors should seek the advice of a tax professional before making any investment. Registration with the Securities and Exchange Commission (SEC) as a registered investment adviser does not imply a certain level of skill or training.

All opinions expressed herein constitute the author or quoted individual(s)’s judgment as of the date of this document and are subject to change without notice. Statements made are not facts, including statements regarding trends, market conditions and the experience or expertise of the author or quoted individual(s) are based on current expectations, estimates, opinions and/or beliefs. Opinions expressed by other members on Arta Insider should not be viewed as investment recommendations from Arta Finance. Testimonials and Endorsements were provided at the request of Arta Finance. Arta Finance is not affiliated with and does not purport to own or control any third-party content linked herein.

The summary provided for queries entered in this website are generated by an experimental feature of Google Gemini. While we strive for accuracy, the information may not always reflect the most current or complete details available. Please verify all critical information directly by reviewing the source materials provided in the query results.

Copyright Arta Finance 2024. All rights reserved