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True North Insurance Group

Navigate Life
with Confidence.

We deliver best-interest-based guidance across life insurance, long-term care, and individual disability insurance — helping you and your clients make decisions with clarity and certainty.

Who We Are

Guidance. Integrity.
Expertise.

True North Insurance Group stands at the forefront of the insurance industry, embodying the essence of guidance, integrity, and unparalleled expertise. Founded on the principles of delivering best-interest-based recommendations, our core focus is providing consultative services around life insurance, long-term care, and individual disability insurance.

At True North, we help clients navigate through the complexities of insurance with a steadfast commitment to their security and peace of mind.

N S E W
What We Offer

Specialized Expertise
Across Three Core Areas

Life Insurance

From term to permanent, we source best-interest solutions across the full market — tailored to your clients' specific coverage needs and financial goals.

Disability Insurance

Protecting your clients' most valuable asset — their income. We specialize in individual disability income solutions that provide true own-occupation protection.

Long-Term Care

Planning for the possibility of extended care shouldn't wait. We help clients understand their options — from traditional LTC to hybrid life/LTC solutions and annuity combinations.

Why True North

The Difference Is in
How We Work

We've built every aspect of our practice around a single principle: your clients' best interest, always.

01

Best-Interest First

We are unconflicted. Our recommendations are driven solely by what's right for your client — not by carrier relationships or production incentives.

02

Whole Market Access

Serving clients' best interests requires access to the full universe of insurance products. True North has it — across all major carriers and product types.

03

Deep Expertise

With a background spanning underwriting, case analysis, and competitive intelligence, we bring a level of technical depth that translates to better outcomes.

04

Radically Simple Process

Complexity is our job, not yours. We streamline every step — from analysis to application — and leverage technology to make the process as smooth as possible.

Ready to Find Your True North?

Schedule a consultation or use our free calculators to estimate your clients' insurance needs.

Our Ethos

More Than a Provider —
Your Steadfast Partner

At True North, we are committed to transcending traditional insurance services. Our ethos is anchored in delivering best-interest-based recommendations, ensuring our clients receive personalized, transparent, and effective guidance.

Our Mission

Empower Through Knowledge

Our mission is to empower our clients with the knowledge and insights necessary to make informed decisions. We navigate the complexities of insurance with you, offering clarity and solutions that align with your unique needs and aspirations.

True North Insurance Group is more than a provider; we are your steadfast partner in navigating life's uncertainties.

Our Vision

Guidance as a Passion

Guiding you toward the optimal insurance solution is not just our profession — it's our passion. We specialize in life insurance, long-term care, individual disability insurance, and annuities, meticulously tailoring our advice to safeguard your future and secure your peace of mind.

Our Founder

Paul Simmons

Paul Simmons, Founder of True North Insurance Group

Paul Simmons is an esteemed professional in the insurance sector whose career began in 2007. His early start as a health and life agent paved the way for a series of notable achievements, culminating in a prestigious position within the President's Club at Prudential Financial — thanks to his exceptional performance as a top-tier agent.

In pursuit of a deeper understanding of insurance operations, Paul transitioned to case analysis and underwriting in 2011, aligning with the M Financial group and Chernoff Diamond. This move broadened his expertise and provided a solid foundation for his subsequent role at New York Life, where he played a crucial role on the Life Competitive Intelligence Team starting in 2014 — steering agents through the complexities of the industry's competitive landscape.

"My goal is to illuminate the path toward financial security and well-being for our clients through best-interest-based advice, tailored insurance solutions, and an unwavering commitment to integrity, transparency, and expertise. At True North Insurance Group, we pledge to guide you to your insurance True North — ensuring your journey toward safeguarding your future is navigated with trust, respect, and unparalleled professionalism."

— Paul Simmons, Founder & Principal

Embracing innovation in 2022, Paul took on a significant challenge as the Chief Insurance Officer at White Swan — a pioneering startup with the noble vision of making permanent life insurance widely available. In this role, Paul leverages his comprehensive knowledge and strategic insight to transform the insurance field, ensuring that individuals from diverse backgrounds have access to the financial stability and protection that life insurance provides.

Let's Start a Conversation

Whether you have a specific scenario in mind or just want to explore how we can work together, we'd love to hear from you.

Partnership

The Tenets Under
Which We Operate

Every advisor relationship we build is grounded in a set of non-negotiable principles. These aren't aspirational — they're the operating standards your clients deserve and you can count on.

Our Principles

Five Commitments to
Every Partnership

01

Transparency

You will be as involved as you like in the process. We're happy to work with your model — whether you prefer to be CC'd on every email or would rather receive summary notes of the plan, you will always know what's going on.

02

Best Interest

Whether designing a plan or analyzing existing coverage, the only thing we take into consideration is your client's best interest. Full stop. No exceptions, no shortcuts.

03

Access

In order to serve clients' best interests, we need access to the whole universe of life insurance products. True North has it — across every major carrier and product category, ensuring the right fit every time.

04

Simplicity

Purchasing life insurance can be a complex and daunting task. Both your — and your clients' — time is valuable. True North simplifies the process and leverages technology wherever possible to eliminate friction.

05

Superior Service

We act with the same intentionality no matter the task — from beneficiary changes to ordering in-force illustrations to helping your clients find new coverage. Every request receives the same care and urgency.

Who We Serve

Built for Advisors & Their Clients

True North serves as the insurance specialist behind the advisor — adding depth, access, and capacity to your existing practice.

Advisor Partners

  • Financial planners seeking a trusted insurance specialist
  • RIAs and wealth managers adding insurance depth
  • CPAs and estate attorneys with complex client scenarios
  • Independent agents expanding their product capabilities

Client Needs We Address

  • Income replacement and family protection analysis
  • Business continuity and key-person insurance
  • Estate planning and wealth transfer strategies
  • Long-term care and retirement income protection

Ready to Partner With Us?

Let's discuss how True North can support your practice and serve your clients better.

Planning Tools

Insurance &
Retirement Calculators

Estimate your coverage needs across life, disability, long-term care, and retirement planning — all in one place. Hover over underlined terms for plain-English explanations.

Life Insurance Needs Estimator

Uses the DIME method — Debt, Income, Mortgage, Education — a widely accepted framework for estimating how much coverage your family may need.

$
yrs
$
$
$
$
$
$
Total Estimated Coverage Need (DIME)
Illustrative estimate · not a guarantee of insurability or pricing
Breakdown
Income Replacement
Mortgage Balance
Other Debts & Final Expenses
Education Costs
Less: Existing Coverage & Savings
Estimated Coverage Gap

Ready to explore policies that fit this need?
Let's find your True North together.

Schedule a Consultation
This calculator provides an illustrative estimate only and does not constitute financial, tax, or insurance advice. Individual needs vary based on your specific circumstances. Please consult a licensed insurance professional for a complete needs analysis. True North Insurance Group, LLC.

Disability Income Needs Estimator

Estimates the monthly income protection gap if you became unable to work due to illness or injury. Your paycheck is your most valuable asset.

$

Most advisors recommend 60–70% of gross income

60% 65% 70%
$
$
$
$
$
$
$
Estimated Monthly Coverage Gap
per month · illustrative estimate only
Breakdown
Target Monthly Benefit (60% of income)
Monthly Essential Expenses
Less: Employer Group Coverage
Less: Existing Individual Coverage
Less: Spouse / Partner Income
Estimated Additional Coverage Needed

An individual disability policy can be tailored to your occupation & income.
Talk to a True North advisor today.

Schedule a Consultation
This calculator provides an illustrative estimate only. Premium estimates are approximate (1–3% of annual income). Actual premiums depend on age, health, occupation, benefit period, riders, and carrier. Benefits from individually-purchased policies paid with after-tax dollars are generally income-tax-free; consult your tax advisor. True North Insurance Group, LLC.

Long-Term Care Needs Estimator

Estimates the future cost of long-term care services and how much coverage you may need, factoring in inflation and your existing assets.

yrs
yrs
Home Care Assisted Living Nursing Home

Home care (44 hrs/wk): ~$5,720/mo today · costs typically rise 4–5% annually

2 yrs 3 yrs 5 yrs Unlimited
None 3% Compound 5% Compound
$
$
Estimated Future LTC Cost (Total)
Illustrative estimate · inflation-adjusted
How We Got There
Today's Monthly Cost (home care)
Inflation Rate Applied Over Years
Future Monthly Cost at Care Start
Benefit Period
Gross LTC Cost Estimate
Less: Existing LTC Coverage
Less: Earmarked Assets
Estimated Coverage Gap

LTC policies can include inflation protection, shared care, and hybrid options.
Let's design the right plan together.

Schedule a Consultation
This calculator provides an illustrative estimate only. LTC costs vary significantly by geography, care facility, and level of care required. Premium estimates are age-based ranges and are not a guarantee of insurability or pricing. Actual premiums depend on age, health, benefit design, and carrier. Please consult a licensed insurance professional. True North Insurance Group, LLC.

Retirement Readiness & Shortfall Calculator

Projects your nest egg at retirement and reveals any income gap — so you can take action now rather than discover a shortfall later.

yrs
yrs
yrs
$
$
%
%
$
$
$
Projected Nest Egg at Retirement
Illustrative projection · assumes consistent contributions & returns
Breakdown
Years to Retirement
FV of Current Savings
FV of Monthly Contributions
Projected Nest Egg at Retirement
Desired Monthly Income
Less: Social Security Benefit
Less: Other Guaranteed Income
Monthly Gap from Savings (4% withdrawal rule)
Required Nest Egg to Fund Gap
Estimated Shortfall / Surplus

Annuities and permanent life insurance can help fill retirement income gaps.
Let a True North advisor show you the options.

Schedule a Consultation
This calculator provides an illustrative projection only and does not constitute financial, tax, or investment advice. Projections assume a constant rate of return; actual returns will vary. Social Security benefit estimates should be verified at ssa.gov. The 4% withdrawal rule is a general guideline, not a guarantee. Please consult a licensed financial professional for a complete retirement plan. True North Insurance Group, LLC.
Contact Us

Let's Start a
Conversation

At True North, we take a consultative approach to all business matters. Reach out with questions, scenarios, or to schedule time to connect.

Send a Message

How Can We Help You?

True North Insurance Group

Address

4711 Forest Drive, Ste. 3, #133
Columbia, SC 29206

Operating Hours
Monday – Friday9:00 AM – 6:00 PM
SaturdayBy Appointment
SundayClosed
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