The Truth

As insurance brokers, we recognize and understand that life insurance is good.  We believe that insurance is at the heart of a financial strategy when integrated and coordinated with the other assets in a portfolio.  We teach how money truly works and how it can benefit and equip you to have a financially successful life.

We know there are two proven paths to building wealth.  You can increase the amount of money you make, or you can increase the amount of money you keep.  We help our clients do both.  We help both individuals and business owners redirect money normally lost to cost, debt and taxes back into their pockets.

The main things we focus on with individuals day in and day out is to capture a portion of your income or cash flow, redirect it using permanent insurance as another asset class.  More importantly, we work to protect your principal against market loss, guarantee a reasonable rate of return over time to increase your effective yield - teaching the essential truths about money to create, grow and protect your wealth in case the unthinkable happens.    

For business owners or real estate investors, we focus on using permanent insurance to provide a death protection through key man, buy/sell or executive bonus strategies.  We help manage cash flow, recapture targeted expenses while minimizing taxes and risk to provide benefits to the bottom line and boost the return on investment (ROI) effectively and efficiently. 

​Let us help you start focusing on where you want to go - call us at 866.247.4861.
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                                              "The only ways things are going to change for you is when you change."


                                                                                                                                                                                                             CRN202212-274450