Enhancing & Protecting Wealth, Tax Efficiently, through All Stages of Life

Why Would You Pay 10 to 30 years for a Term life Insurance & then have NOTHING to Show For it?!

card_giftcard Educational & Path Setting Gifts
Free for the asking!

Consumer Guide: Proven Wealth Strategies Learn about the wealth building practices of the top 25%. Informative & nsightful

Your Personal Wealth Report A retirement income comparison between a life insurance policy and other types of financial vehicles. With great infographics and illustrations

A Power Pack of 5 Conceptual Brochures Powerful and lesser known financial concepts, geared towards explaining market fluctuations, risk, taxes and income

monetization_on“Life Insurance is the Single Biggest Benefit in the Tax Code”

Ed Slott (CPA and a nationally recognized IRA expert)

pie_chart It is often inconceivable for people to realize that in an identical scenario and a side by side comparison, a Properly Designed, Maximum Funded Permanent Life Insurance Policy beats both IRAs & other Qualified Plans, such as a 401K!

show_chart The modern Permanent Life Insurance is a Flexible Financial Vehicle that can be structured & designed to meet the specific needs, goals, and budgets of every individual & family. In other words, it doesn’t always have to be “Maximum Funded”! In fact, it can also be Minimum Funded! A life policy’s primary goal in a minimum funded scenario is to provide a Guaranteed Life-Time Coverage, and not so much cash value. A minimum funded design is mainly for budget conscious clients who desire to have a guaranteed coverage for as long as they live at the minimum possible price

event_noteMake an Explanatory & Educational Appointment with Us Today
We Specialize in Making the Complex Understandable!
Your Best Decision is Always an Educated One

event_available Plans for: Protection, Accumulation, & Tax Free Income

BRONZE PLAN $300/month

  • Life Insurance Coverage: $500,000
  • Cash Value in Year 25: $223,063
  • Tax Free Income from Ages 71 to 100: $22,000 per year

SILVER PLAN $500/month

  • Life Insurance Coverage: $750,000
  • Cash Value in Year 25: $330,404
  • Tax Free Income from Ages 71 to 100: $32,500 per year

GOLD PLAN $750/month

  • Life Insurance Coverage: $1,000,000
  • Cash Value in Year 25: $500,352
  • Tax Free Income from Ages 71 to 100: $49,300 per year