Our mission at Inclined is to help people get more value out of their whole life investment, while bringing change to an industry ready to benefit from modern technology.
We’ve built an innovative technology platform that connects policyowners with financial institutions in a unique marketplace that maximizes efficiency, lowers barriers to access, improves customer experience, and fosters competitive rates. The Inclined Line of Credit (iLOC) enables more policyowners to access the cash value of their whole life policies in an easier way than ever before.
The iLOC requires the lowest minimum cash value of any similar product on the market, opening access to previously unserved policyowners. In addition, our modern online platform replaces the traditionally long and cumbersome process of borrowing against cash value while providing a superior customer experience.
We act with speed and urgency, and continuously innovate.
We collaborate with purpose across our distributed team, openly, inclusively.
We share with one another early and often, seek input from a broad group, and thrive on feedback.
We embrace a culture of continuous learning, we take bold action when needed, we promote authenticity.
We take pride in our work, individually and collectively. We do everything we say we’re going to do.
We live by our mission. We are gritty, ambitious, and attracted to problem solving.
We are collaborative, team-oriented, and are building a diverse team of people that want to have an impact and support each other in the process.
CEO / Co-founder
CTO / Co-founder
CRO / Co-founder
Chief Capital Officer
Chief Operating Officer
Chief Compliance & Enterprise Risk Officer
Key Account Executive - Northwestern Mutual
Key Account Executive
Head of Marketing
Loan Servicing Manager
iLOC Success Associate
iLOC Success Associate
Customer Success Representative
Inclined was founded in 2020 and is backed by leading investors including:
1 Harbor Drive, Suite 110 Sausalito, California 94965
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Meet with Inclined to Get Started
Financial Advisors can schedule a time to meet with one of our Account Executives to learn more about Inclined and get access to the Advisor Portal. Start by filling out the form below: