Frequently Asked Questions

ALTHOUGH SUGGESTED TO IMPOSE A SIT-DOWN FEE, OUR DEDICATION LIES IN EMPOWERING FAMILIES WITH FINANCIAL INSIGHTS OMITTED IN EDUCATIONAL AND TRADITIONAL FINANCIAL INSTITUTIONS. WE PROVIDE A FREE CONSULTATION  AND ANALYSIS (BY REFERRAL ONLY), DELIVERING PROVEN SOLUTIONS THAT EXCEED THE NORMS OFFERED BY MANY FINANCIAL ADVISORS AND TRADITIONAL IRA/401K AND BANKING SERVICES. IF YOU WERE NOT PERSONALLY REFERRED TO US,  PLEASE COMPLETE THE FORM BELOW TO APPLY FOR A COMPLIMENTARY STRATEGY SESSION. 

WE TAKE AN EDUCATIONAL APPROACH, FIRMLY CONVINCED THAT A GREATER UNDERSTANDING OF HOW MONEY WORKS EMPOWERS YOU TO BUILD ADDITIONAL WEALTH AND ACHIEVE GREATER FINANCIAL PEACE OF MIND. THEREFORE, WE PROVIDE A FINANCIAL ANALYSIS TO ASSESS YOUR SITUATION AND STRATEGICALLY DEVISE FINANCIAL OPTIONS WITH TAX ADVANTAGES AND GUARANTEES. WE STRIVE TO ENHANCE YOUR FINANCIAL CONFIDENCE AND INDEPENDENCE THROUGH PROVEN STRATEGIES AND SOLUTIONS.

ADDITIONALLY, WE'RE THRILLED TO ANNOUNCE OUR EXPANSION PLANS IN PROVIDING SERVICES ACROSS ALL 50 STATES AND PUERTO RICO, AIMING TO HELP MORE FAMILIES IN ACHIEVING TRUE FREEDOM OF TIME AND MONEY. WE WOULD BE DELIGHTED TO CONNECT WITH YOU AND DETERMINE IF THERE'S A MUTUAL FIT. PLEASE NOTE, WE PRIORITIZE INTEGRITY, PROFESSIONALISM, AND A SINCERE COMMITMENT TO HELPING OTHERS. IF YOU ARE ENTHUSIASTIC ABOUT CREATING A POSITIVE IMPACT IN PEOPLE'S LIVES AND DRIVEN TO ACHIEVE FINANCIAL SUCCESS, WE STRONGLY ENCOURAGE YOU TO CONSIDER THE PROSPECT OF COLLABORATING WITH US AS AN INDEPENDENT AGENT (ON A PART-TIME OR FULL-TIME BASIS). KINDLY COMPLETE THE FORM BELOW WITH YOUR BEST PHONE NUMBER, AND WE WILL BE IN TOUCH WITHIN 48 HOURS.

NO, WE ARE NOT TIED TO ANY SINGLE FINANCIAL PROVIDER. AS NON-CAPTIVE STRATEGISTS, WE GRANT OUR CLIENTS ACCESS TO OVER 50 A-RATED INSURANCE PROVIDERS. THIS ENSURES OUR CLIENTS CONSISTENTLY BENEFIT FROM THE POWER OF CHOICE AND SOLUTIONS THAT PERFECTLY ALIGN WITH THEIR SPECIFIC GOALS AND OBJECTIVES. EXPERIENCING LOWER PREMIUMS COUPLED WITH ENHANCED BENEFITS IS NOT UNCOMMON WITH US.  IT'S A WIN-WIN-WIN!

WITH ACCESS TO OVER 50 A-RATED COMPANIES, A COMPLIMENTARY REVIEW OF YOUR CURRENT ACCOUNTS AND POLICIES IS LIKELY TO UNCOVER OPTIMAL SOLUTIONS WITH SIGNIFICANTLY GREATER BENEFITS THAT ALIGN BETTER WITH YOUR GOALS AND NEEDS. MANY OF OUR CLIENTS INITIALLY HAD EXISTING POLICIES, AND WE'VE ASSISTED THEM IN DISCOVERING AND CRAFTING HIGHER QUALITY POLICIES THAT GENERATED MORE PROTECTION, SAVINGS, AND EARNINGS. THIS WAS ACHIEVED BY REDUCING THEIR PREMIUMS, COSTS, AND FEES THROUGH THE IMPLEMENTATION OF HIGHER GROWTH STRATEGIES, AND ENHANCING BOTH LIVING AND DEATH BENEFITS BEYOND THEIR PREVIOUS LEVELS.

ABSOLUTELY!  WITH ACCESS TO MORE THAN 50 A-RATED COMPANIES, A COMPLIMENTARY REVIEW OF YOUR EXISTING IRA/401K/457/403B COULD UNCOVER OPTIMAL SOLUTIONS WITH SIGNIFICANTLY GREATER BENEFITS THAT ALIGN BETTER WITH YOUR GOALS AND REQUIREMENTS. OUR CLIENTS SEEK SAFEGUARDS FOR THEIR INVESTMENTS, AND WE'VE ASSISTED THEM IN CRAFTING PERSONALIZED PLANS TO ENSURE COMPLETE PRINCIPAL PROTECTION, SECURE GAINS, AND PROVIDE GUARANTEED LIFETIME INCOME, ALONG WITH ENHANCED DEATH AND LIVING BENEFITS.

ABSOLUTELY!  MANY OF OUR CLIENTS LEVERAGE THE PURCHASE OF A LIFE INSURANCE POLICY CAN BE A GREAT RETIREMENT STRATEGY IN MAXIMIZING A PENSION/IRA FOR COUPLES AND FAMILIES. SIMULTANEOUSLY, THIS STRATEGY HAS THE POTENTIAL TO HELP MITIGATE ESTATE TAX IMPLICATIONS FOR FUTURE GENERATIONS, AS DEATH BENEFITS ARE GENERALLY RECEIVED INCOME TAX-FREE. WITH ACCESS TO MORE THAN 50 A-RATED COMPANIES, WE CAN SURELY CRAFT A PERSONALIZED LIFE INSURANCE POLICY TO HELP YOU WITH YOUR PENSION/IRA MAXIMIZATION GOALS. 

DUE TO THE VARYING LICENSES HELD AND COMMON CAPTIVITY TO A SINGLE FINANCIAL FIRM AMONG MOST ADVISORS, THE SOLUTIONS OFFERED OFTEN END UP HIGHLY CONSTRAINED, LACKING INVESTMENT GUARANTEES AND TAX ADVANTAGES.  AS DEDICATED FINANCIAL STRATEGISTS WITH SPECIALIZED LICENSING, WE TAKE PRIDE IN PROVIDING TAX-ADVANTAGED SOLUTIONS WITH GUARANTEES. OUR ROLE IS TO BRIDGE THE GAP AND ASSIST YOU IN ACHIEVING FINANCIAL OUTCOMES THAT MANY ADVISORS MAY STRUGGLE TO ACCOMPLISH INDIVIDUALLY. NONETHELESS, WITH ACCESS TO OVER 50 A-RATED COMPANIES, A FREE REVIEW OF YOUR EXISTING ACCOUNTS AND POLICIES WILL LIKELY UNLOCK SUPERIOR SOLUTIONS WITH FAR GREATER BENEFITS THAT ARE A BETTER FIT FOR YOUR GOALS AND NEEDS. SEVERAL OF OUR CLIENTS ALREADY HAVE FINANCIAL ADVISORS AND ESTABLISHED ACCOUNTS. WE'VE ASSISTED THEM IN DISCOVERING AND STRUCTURING SUPERIOR POLICIES AND IRAS, RESULTING IN INCREASED SAVINGS AND EARNINGS. THROUGH STRATEGIES THAT INVOLVE REDUCING PREMIUMS, COSTS, AND FEES WHILE IMPLEMENTING HIGHER GROWTH APPROACHES, WE'VE ENHANCED BOTH THEIR LIVING AND DEATH BENEFITS. ADDITIONALLY, WE'VE INTRODUCED TAX-ADVANTAGEOUS SOLUTIONS THAT SURPASS WHAT THEIR PORTFOLIOS HAD BEFORE OUR INTERVENTION. THIS IS THE POWER OF A SECOND OPINION. 

THANK YOU FOR RECOGNIZING THE VALUE IN OUR MISSION AND EXPRESSING YOUR DESIRE TO BE A PART OF IT. WE APPRECIATE YOUR INTEREST IN OUR VISION OF DISRUPTING AN INDUSTRY THAT GREATLY BENEFITS FROM THE INVOLVEMENT OF HIGH QUALITY INDIVIDUALS WITH HIGH INTEGRITY AND A PASSION TO HELP OTHERS. WE'RE THRILLED TO ANNOUNCE OUR EXPANSION PLANS IN PROVIDING SERVICES ACROSS ALL 50 STATES AND PUERTO RICO, AIMING TO HELP MORE FAMILIES IN ACHIEVING TRUE FREEDOM OF TIME AND MONEY. WE WOULD BE DELIGHTED TO CONNECT WITH YOU AND DETERMINE IF THERE'S A MUTUAL FIT. PLEASE NOTE, WE PRIORITIZE INTEGRITY, PROFESSIONALISM, AND A SINCERE COMMITMENT TO HELPING OTHERS. IF YOU ARE ENTHUSIASTIC ABOUT CREATING A POSITIVE IMPACT IN PEOPLE'S LIVES AND DRIVEN TO ACHIEVE FINANCIAL SUCCESS, WE STRONGLY ENCOURAGE YOU TO CONSIDER THE PROSPECT OF COLLABORATING WITH US AS AN INDEPENDENT AGENT (ON A PART-TIME OR FULL-TIME BASIS). KINDLY COMPLETE THE FORM BELOW WITH YOUR BEST PHONE NUMBER, AND WE WILL BE IN TOUCH WITHIN 48 HOURS.