PROTECTION • HEALTHCARE • RETIREMENT • ESSENTIAL SERVICES
Protect What Matters.Get More Value From Every Dollar.
Be Smart With Your Money® helps individuals, families, seniors and small businesses find solutions to protect what they’ve built, prepare for the future, manage healthcare needs and get greater value from the money they spend.
From life insurance and retirement income strategies to healthcare and everyday essential services, we bring multiple solutions together in one place.
Prefer to call? Business Office:877-847-7731
OUR SERVICES
Solutions Designed Around Your Needs
Your financial needs can change throughout life. Be Smart With Your Money® provides access to a broad range of solutions designed to help protect your family, manage healthcare costs, prepare for retirement, build a legacy and get greater value from everyday expenses.
One Resource. Many Solutions.
Life insurance, healthcare, retirement, household expenses and business costs may seem like separate financial decisions. But each affects how much of your money you are able to protect, save and use for the future.
At Be Smart With Your Money®, we look beyond a single product or transaction.
Our goal is to help you understand the options available to you and identify solutions appropriate for your needs, whether you’re protecting your family, preparing for retirement, navigating healthcare, planning your legacy or simply looking for greater value from services you already pay for.
It’s your money.Be smart with it.
SMALL BUSINESS
It's Not Just What Your Business Earns. It's What Your Business Keeps.
Running a business means managing more than revenue. Healthcare, employee benefits, payment processing, telecommunications, energy, security and other recurring expenses all affect the bottom line.
Be Smart With Your Money® helps small-business owners review selected operating expenses and explore solutions designed to protect the business, serve employees and potentially reduce unnecessary costs.
- Business Life Insurance
- Employee Healthcare Solutions
- Health Sharing Options
- Merchant Payment Processing
- Energy Services
- Internet & Telecommunications
- Smart Home & Business Security Systems
- Identity Theft Protection
EVERY STAGE OF LIFE
Solutions for Every Stage of Life
Financial priorities change as life changes.
A young family may be concerned about income protection and a mortgage. Parents and grandparents may want to begin building a financial foundation for a child. Later, the focus may shift toward retirement income, healthcare, Medicare, final expenses and leaving a legacy.
That’s why Be Smart With Your Money® provides solutions that can serve individuals and families across generations.
BUILD
Establish protection and begin planning for the future.
PROTECT
Help safeguard your family, income, home and business.
PREPARE
Build strategies for retirement, healthcare and future income needs.
LEAVE A LEGACY
Prepare for final expenses and what you want to leave behind.
TESTIMONIALS
What Our Clients Say
Real experiences from clients we've had the privilege of helping.
Healthcare Made Easier to Understand
A member of Natalie's team contacted me immediately upon my request. He took the time to explain my healthcare options in language I could understand. He helped me look beyond just the monthly cost and understand what I could actually be responsible for when I needed medical care. I felt much more confident making my decision because I finally understood my choices.
Johnny H. of Metairie, Louisiana
Finding Savings in Everyday Expenses
A member from Natalie's group reviewed the services I was already paying for and helped me save approximately $350 per month. I was surprised by how much I could save simply by having someone take the time to review my existing expenses.
Ron R. of Union, New Jersey
Life Insurance Without a Complicated Process
I needed life insurance and expected the process to take much longer than it did. Ms. Hunt helped me understand my options, guided me through the application process, and my coverage was approved and issued within two days. I appreciated how simple she made the entire process.
Sharon D. of Dallas, TX
Testimonials reflect the individual experiences of these clients. Individual results, savings, eligibility, approval times, product availability and coverage may vary.
EXPERIENCE • EDUCATION • SERVICE
Experience Behind the Service
Be Smart With Your Money® is led by Founder & CEO Natalie Hunt and supported by a team of experienced insurance professionals committed to helping individuals, families, seniors and small businesses understand their options.
With more than four decades of experience in the life and health insurance industry, Natalie brings extensive industry knowledge and leadership to the organization.
As a retired U.S. Army Lieutenant Colonel, she has built Be Smart With Your Money® around principles that have guided her throughout her professional life.
Education. Preparation. Service.
Our approach is straightforward: help people understand their choices so they can make informed decisions about their money, protection and future.
KNOWLEDGE MATTERS
Experience You Can Trust
Be Smart With Your Money® combines decades of insurance-industry experience with ongoing education and access to solutions from multiple providers.
Our professionals maintain the licensing, certifications and training required for the products and services they are authorized to offer.
40+ Years of Industry Experience
Licensed Insurance Professionals
Medicare-Certified Professionals
Multiple Insurance & Healthcare Solutions
Serving Individuals, Families, Seniors & Small Businesses
EDUCATION FIRST
Be Smart With Your Money® Resources
Making an informed decision starts with understanding your options.
Explore straightforward educational information designed to help you better understand insurance, healthcare, retirement and other financial decisions.
OPPORTUNITY
Build Your Own Business. Help Others. Create Your Future.
Be Smart With Your Money® is expanding.
We welcome conversations with experienced and newly licensed insurance professionals, as well as motivated individuals who are not currently insurance licensed but are interested in learning about independent business opportunities.
Depending upon the path selected, participants may have access to professional training, mentorship, insurance and healthcare solutions, essential services and opportunities to develop an independent business.
Applicable licensing, certification and appointment requirements must be completed before conducting activities that require an insurance license.
READY TO GET STARTED?
Let’s Talk About What Matters to You.
Whether you’re interested in life insurance, healthcare, Medicare, retirement solutions, essential services, small-business solutions or learning about our independent business opportunity, we’d like to hear from you.
Complete the contact form and tell us how we can help. A member our of team will contact you within 24 hours.