DEATH IS HEARTBREAKING AS IS....
BUT EVEN WORSE WHEN FAMILIES HAVE TO LAUNCH A GOFUNDME OR FISH FRY TO RAISE MONEY FOR FUNERALS. THAT DOESN'T HAVE TO BE YOUR STORY.
OUR PROCESS
Get Started
Click "Consultation or book a free 1 on 1 call." During this call, you'll learn about the different types of life insurance policies and how each one works.
Financial Analysis
We complete a free financial needs analysis to review your current and future goals. This helps determine how much coverage makes sense for your situation.
Choose Your Budget
We help you choose a monthly budget that works for you. Then we compare options across multiple insurance companies to find the best fit.
Submit Application
We submit your free application in about 15 minutes. Approval times vary, but many clients get approved the same day.
🚨Don't Watch This Video Unless You Want To Face The Reality Of NOT Having Life Insurance
Understanding Your Insurance Options
Learn about different insurance products and how they can protect your financial future.
Indexed Universal Life (IUL) Adult
Most people think about death when they think about life insurance, but Indexed Universal life insurance is actually one of the most powerful wealth-accumulating vehicles on the market. The IUL harnesses the power of compound interest to generate large amounts of cash value that can be withdrawn tax-free.
Annuities (FIA)
FIXED INDEX ANNUITIES
The most important thing isn’t how big of a pile of money you can create before retirement, but rather the assurance that you will never outlive that pile. The peace of mind of knowing you will never run out of money in retirement is what annuities bring to the table that other retirement vehicles don’t. Fixed Indexed Annuities allow you to participate in the upside of the market with protection from the downside (zero risk of loss), and they can create an income for life (personal pension).
Indexed Universal Life For Kids
An IUL policy is the most powerful and least known savings vehicle for kids on the market today, with the best feature being its flexibility to use the cash value however, whenever, and on whatever you choose (car, down payment on a house, wedding, start a business, etc.).
Living Benefits
Two things always happen when you suffer a severe illness: your income goes down (due to inability to work) and your expenses go up (medical). When your expenses exceed your income, that is when debt begins to pile up. Living Benefits allow you to access your Life Insurance Death Benefit early if you suffer a chronic, critical, or terminal illness.
Infinite Banking/ Be Your Own Bank
Most people think about death when they think about life insurance, but Indexed Universal life insurance is actually one of the most powerful wealth-accumulating vehicles on the market. The IUL harnesses the power of compound interest to generate large amounts of cash value that can be withdrawn tax-free.
You've probably heard about many people taking matters into their own hands and becoming their own banker. Can you imagine growing your money in your own bank then borrowing it from yourself to go make more money? This video breaks down the concept of Infinite Banking.
Compound Interest
“Compound Interest is the 8th wonder of the world. He who understands it, earns it; he who doesn't, pays it.” -Albert Einstein