Not sure where to start? That's exactly where everyone starts.
BlackCase gives you one simple place to see where you stand, ask your financial practice anything, and take the next step. No jargon, no judgment. Free, always.
100% free for clients · no credit card · your info is never sold to a lead list
102 million American adults say they need life insurance. Or more of it.
LIMRA, 2024 Insurance Barometer Study.
Gap analysis
Gap analysis
See every gap before it becomes a claim.
A personalized analysis across income, savings, insurance, and retirement. In plain English, not a sales pitch.
This week
Talk to your financial practice
Book a call when it suits you.
Message your financial practice, then book a video or phone call. Every conversation stays in one thread. No cold calls.
Coverage
Coverage tracking
Every policy and account. One place.
Track retirement, life insurance, disability, and long-term care side by side. So nothing slips through a drawer.
Client hub
Your financial practice hub
Everything with your financial practice, in one place.
One hub connects you with your financial practice, every policy you own, and every document. So you always know where to look.
The Protection Score
See how protected you really are.
Your income, savings, insurance, and retirement roll up into a single Protection Score so you can see exactly where you're exposed, in plain language.
Score shown is an example.
Why families use BlackCase
Everything you need. Nothing you don't.
Free
for clients, always, no credit card
1 financial practice
chosen by you: never a lead list
1 thread
video, calls & messages with your financial practice
No pressure
someone who asks before they pitch
The value you get free
What a financial practice normally costs.
Working with a licensed financial practice isn't cheap. On BlackCase, getting matched with one is free.
Typical one-time financial plan
Source: Kitces, 2024
AUM fee, about $5,000/yr on a $500k nest egg, every year
Source: NerdWallet / Kitces, 2024
Typical financial practice hourly rate
Source: Kitces, 2024
The cost of waiting
Every year you wait costs you.
Investing $300/month at a 7% average return, until age 65:
Start at 25 instead of 35 and you invest just $36,000 more. But retire with about $421,000 more.
Illustration only. Assumes a 7% average annual return compounded monthly; returns are not guaranteed and vary with the market.
What's at stake
The cost of no plan is real.
of Americans can't cover a surprise $400 emergency.
Federal Reserve, 2024
of U.S. households have nothing saved for retirement.
Federal Reserve SCF
Americans need more life insurance and don’t have it.
LIMRA, 2024
adults have a will to protect the people they love.
Caring.com, 2025
Don't be a statistic. A plan starts with one conversation. And it's free.
Get started freeFrom the App Store
What people are saying.
Amazing Platform
"As a financial professional this app has helped me out a lot. Thank you so much for making my business actually work."
Awesome CRM
"If you're in the financial space, this is the perfect CRM. As an advisor and insurance professional, it keeps everything in one place."
Pricing
Free for clients. Always.
Every feature included · no trial clock, no credit card
- Personalized gap analysis in plain English
- Match with a vetted financial practice you choose
- Video, calls & messages in one thread
- Track every policy in one place
- No credit card, no lead list, ever
Free means free. No card required.
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