Our focus is on education first, an educated client is a client for life. We specialize in Fixed Indexed instruments and we teach through benefits not industry jargon!
Why pay for life insurance that only pays if you die? With Living Benefits you can access your life insurance death benefit in the event of a Negative Life Event like heart attack, stroke or cancer. Why sell "death only" life insurance when you can offer so much more to your clients?
401(k)/IRA Rollover Indexed Account
Today clients are looking for a simple and safe option for 401(k) and IRA rollovers. We offer a guaranteed income option for clients where they can set it and forgetting, with the security of knowing their retirement savings will be there when they're ready.
Tax Free Indexed Account
Utilize a little know IRS tax code benefit to give your clients access to Tax-Free Savings, Retirement and College Savings account. Why pay taxes when you can have a Roth IRA on Steroids!