Inclined

Inclined

Software Development

San Francisco, CA 838 followers

Inclined empowers people to maximize the value of their whole life policies.

About us

Inclined is building a technology platform focused on driving better long-term outcomes for whole life insurance policy holders. As a Fintech, we're a bit contrarian: we're not crypto, BNPL, or a new neo-bank. Our mission is to help people get more value out of their whole life investment, while transforming an industry ready to benefit from modern technology. Our first product is the Inclined Line Of Credit (iLOC) - the best way to access your cash value. Our competitive rates drive exponentially higher growth in your underlying net cash value and death benefit.

Industry
Software Development
Company size
11-50 employees
Headquarters
San Francisco, CA
Type
Privately Held
Founded
2020

Locations

Employees at Inclined

Updates

  • View organization page for Inclined, graphic

    838 followers

    Are you making the best use of your whole life cash value? The Inclined Line of Credit (iLOC) can help you unlock liquidity and tap into potential with features like overnight draws, no fees, and evergreen lines. Learn about our 1-year introductory rates for new customers and get started with us at inclined.com.

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  • View organization page for Inclined, graphic

    838 followers

    When policyowners want to access their whole life cash value, they value speed and ease of access. Inclined uses technology to make the process of applying for an iLOC as efficient as possible so they can use their funds whenever they want, for whatever matters most. Visit our website to learn more and get started with Inclined today! www.inclined.com

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  • View organization page for Inclined, graphic

    838 followers

    Join us tomorrow, Thursday, Oct. 10 at 3 PM Eastern for an informational webinar: The Inclined Difference. Inclined is making accessing Whole Life Cash Value easier than ever before for clients and Advisors alike! Join this informational webinar to get a detailed overview of the Inclined Line of Credit, our process, and the Inclined Advisor Portal. The Inclined Advisor Portal is a unique feature of working with Inclined that allows Advisors and Associates to work together and have full visibility into your clients' cash value line of credit applications and open accounts. Can't join live? Register anyway! We'll send you the recording to watch at your convenience. https://lnkd.in/gQRgqpzw

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  • View organization page for Inclined, graphic

    838 followers

    The Inclined Advisor Portal is a game changer, giving Advisors and your teams full visibility into all your clients' applications and open lines of credit. Join us for this webinar next week on Thursday, October 10th at 3 PM Eastern / Noon Pacific to get a tour of the portal and a deep-dive on Inclined's process for cash value lending. Register today: https://lnkd.in/gQRgqpzw

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  • View organization page for Inclined, graphic

    838 followers

    "[Cash value collateralized lending] turns cash value from a theoretical concept to a practical store of capital. And if more people looked at life insurance that way – the way life insurance actually works – then I have no doubt that we’d sell more life insurance in the process." In his latest article for The Life Product Review, Bobby Samuelson explores the power of making life insurance cash value more accessible and highlights Inclined as a modern, efficient way for policyowners to access their cash value when they need it, for whatever matters most. Read the full article at: https://lnkd.in/g48tqxuy

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  • View organization page for Inclined, graphic

    838 followers

    Matthew had purchased a whole life insurance policy about twenty years ago but never accessed the cash value until about two years ago. He's a self-taught, avid investor who wanted to diversify his income and needed liquidity to give him the flexibility to explore new opportunities. Our latest case study shares how he uses his iLOC to achieve his goals Read it now at inclined.com/resources.

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  • Inclined reposted this

    View organization page for Inclined, graphic

    838 followers

    In case you missed it, Inclined now offers Northwestern Mutual clients a completely eSigned iLOC application process! Applicants with personally-owned Northwestern Mutual policies will now experience a fully electronic process when applying for an Inclined Line of Creidt (iLOC), with all signatures done via DocuSign. By removing the need for them to print and wet-sign documents, we've made it even simpler for policyowners to access their insurance cash value using Inclined. Our goal at Inclined is to ensure policyowners have a smooth experience that reflects the quality and thoughtfulness of the service they receive from their Northwestern Mutual Financial Advisors. We'll continue collaborating and innovating to make the experience of working with us as excellent as possible for you and your clients. Visit inclined.com to learn more. #northwesternmutual

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Funding

Inclined 2 total rounds

Last Round

Series A

US$ 15.0M

Investors

HSCM Ventures
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