How It Works
Start with Registration
Begin your journey with our secure online intake form. You’ll share essential details—name, contact info, family status, monthly Grace commitment, and current coverage.
Register Here: Start Your Coverage Assessment
This lets us determine the type of insurance (IUL, term, mortgage protection, etc.) that suits your goals and faith values.
Book Your Introductory
Zoom Call
Once registered, you’ll receive a link to schedule a 30 minute Zoom session with one of our certified consultants.
During this virtual meeting, we’ll:
- Confirm your needs
- Clarify your tithing posture and financial goals
- Explain how our “HarvestBloc Investment” process protects your legacy
We’ll also discuss your budget (e.g. $400/month) and help select suitable solutions—whether mortgage protection, IUL, final expense, land plans, or Medicare supplements.
Short Consultation & Customized Proposal
Following the Zoom call, we craft a personalized proposal tailored to your mission and finances. Over a brief follow-up (via phone or email):
- We review coverage options and pricing
- Show how each solution aligns with your faith-first approach
- Answer your questions so you can make an informed, prayerful decision
Policy Selection &
Approval
Once you’re ready:
- We finalize your selections
- Submit your application to the carrier
- Assist with underwriting and required documentation
- Keep you informed every step of the way
Transparency is our priority—no hidden fees, complete clarity, and ongoing advocacy on your behalf.
Policy Issue & Ongoing Stewardship
After approval, you’ll receive:
- Your signed policy documents
- Easy-to-follow premium payment instructions
- Access to your digital policy portal
- Annual reviews to:
- Ensure policy performance
- Adjust as your faith or financial needs evolve
- Provide fresh guidance so your plan always honors your purpose
