Programs & Partnerships

Endorsed. Appointed. Trained to serve.

Your Policy participates in select referral and endorsement programs where our advisors have been formally vetted, trained, and appointed to serve clients at the highest level. These aren't affiliate links — they're earned relationships built on trust.

Our Programs

Programs we participate in.

Each program represents a formal relationship — not just a listing. Our advisors undergo training specific to each program's client base and are held to the standards of that endorsement.

Dave Ramsey Endorsed Local Provider

Select Your Policy advisors are endorsed as Dave Ramsey Pros — formally vetted and approved to serve clients who follow Dave Ramsey's financial philosophy. We write personal lines coverage for these clients.

Secure Trade

Secure Trade Member Insurance Partner

Your Policy is the exclusive insurance partner for Secure Trade members — offering dedicated advisors across commercial, employee benefits, personal lines, life & health, and Medicare. Access is reserved for Secure Trade members only.

Coming Soon

Additional Program

We continue to grow our network of trusted program partners — stay tuned for additional announcements.

Our Standard

What it means to be a program partner.

When a client is referred to Your Policy through a program partnership, they're not getting a generic agent. They're getting an advisor who has been specifically prepared to serve them.

Formally Endorsed

Our program advisors are not self-declared. Each one has been formally reviewed, approved, and endorsed by the program partner — a process that evaluates their client service record, philosophy, and track record. The endorsement is earned, not purchased.

Appointed & Credentialed

Program participation requires formal appointment — licensed in the relevant states, appointed with the carriers our program clients need, and operating under the compliance standards each program requires. Our advisors meet every requirement before serving a single referred client.

Program-Specific Training

Each program has a distinct client profile — their financial philosophy, their priorities, their concerns. Our advisors undergo program-specific training so the first conversation feels like it was designed for that client, not a generic insurance pitch.

White Glove Service Standard

Clients referred through a program partner receive the same responsiveness, follow-through, and transparency we hold ourselves to across all clients — plus the added accountability that comes with a named endorsement.

Independent Advice Always

Program participation never changes our independence. Our advisors shop the market across multiple carriers to find what genuinely fits — the endorsement is a reflection of our service standard, not a carrier agreement.

Ongoing Accountability

Program partnerships are reviewed regularly. Our continued participation depends on client satisfaction, service responsiveness, and adherence to each program's standards. Endorsement is maintained, not grandfathered.

Were you referred to us? Let's talk.

Whether you came through Dave Ramsey, Secure Trade, a future program partner, or found us on your own — every client gets the same honest, independent advice.