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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.


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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, and Arta Finance Club which offers tax and estate planning educational services. Clearing and custody of all securities are provided by Pershing LLC. For additional disclosures related to Arta, please visit https://artafinance.com/legal-privacy-terms.

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