Some of our slide presentationsSometimes the best way to get a quick big-picture overview is watch one of our fun explainer videos

Here's some of our general educational explainer videos packed with personality, information and some practical wisdom about where to begin your big-picture thinking.

We help people think about their financial world and connect with good information, clever strategies and solutions.  We do this in many ways. Sapience isn't our only brand.  The people behind Sapience Financial & Investment Services are the same people behind our four specialty brands:

  • Finally Sorted Modern Estate Planning
  • MediPros
  • Unusual Risks Insured
  • Capital Protect

Each is designed to care for one of our specialty niche markets, each with very different needs.

The Sapience speciality brand for Modern Estate PlanningThe Sapience speciality brand for Modern Medical ProfessionalsThe Sapience speciality brand for unusual risks to insureCapital Protect speciality brand for Investors and Family Offices

Here's our helpful explainer video about the legal Duty of Disclosure when applying for insurance


Every time you apply for insurance, there's a legal Duty of Disclosure to make a full and honest disclosure to an insurance company. This video will tell you more.