Built for the professionals who work alongside our clients.
Stead works with a select group of estate planning attorneys, CPAs, wealth managers, and fiduciary professionals whose clients overlap with ours. This isn't a referral marketplace. It's a small network of trusted professionals who share a commitment to giving clients a complete picture of their financial and legal situation.
Why professionals partner with Stead
Your clients arrive organized
Clients who work with Stead have their policies, documents, and coverage history in one place before they sit down with you. No chasing paperwork. No starting from scratch on what they own and what they need.
Secure access to what you need
With client permission, you get role-based access to their Life Vault — policies, legal documents, beneficiary structures, and coverage summaries. The information you need to do your best work is already there.
A trusted insurance counterpart
When your clients need life insurance, annuities, or coverage review, you have someone to refer them to who will handle it transparently and stay in the room with you on complex cases. We disclose our compensation and coordinate with your work — not around it.
Long-term relationships, not transactions
We work with a small number of partners intentionally. The goal is a genuine working relationship where referrals flow both directions and client outcomes improve because the right people are coordinating.
Who we work with
We prioritize professionals with strong credentials, an established client base, and a genuine interest in long-term coordination rather than one-off referrals.
The professionals who fit best are estate planning attorneys advising founders, executives, and high-net-worth families. CPAs and tax advisors working with business owners and individuals with complex income situations. Fee-only financial advisors and RIAs who don't place insurance themselves. Trust and fiduciary professionals. Startup and M&A attorneys whose clients have key person and buy-sell needs.
If you work with the same clients we work with — founders, executives, and high-net-worth individuals — there's likely a natural fit worth exploring.
What this looks like in practice
A referral from you comes to Stead with context — what the client needs, what you're working on together, and what would be most useful from an insurance perspective. We handle the coverage conversation, structure the right solution, and keep you informed throughout.
When our clients need estate planning, tax advice, or wealth management, we refer them to partners we trust. We don't refer to everyone who asked — we refer to the professionals whose work we've seen and whose approach aligns with how we work.
The Life Vault creates a shared layer between us and your practice. With client permission, you can see their policy status, document completeness, and coverage summary without a lengthy intake process. It makes the coordination practical rather than aspirational.
Interested in exploring a partnership?
Book a short call. We'll ask about your practice, who you work with, and whether there's a genuine fit. We keep the network small intentionally — but we're always open to the right conversation.