Services
Our Wealth Advocates offer comprehensive financial guidance tailored to individual needs. Services include Financial Education to empower informed decisions, Needs Assessments for personalized strategies, Goal Setting and Budgeting Support for financial milestones. They provide diverse Financial Products like Mortgage Protection, Final Expense, and Disability Insurance, fostering a path towards a Debt-Free Life. Annuities and Indexed Universal Life policies offer long-term financial security.
Financial Products
Not only do we teach you how to advocate for your finances, through education and planning. We match you with experienced Financial Service Professionals who are licensed to sell insurance products & more, and have an ethical obligation to find you the best solution for your needs.
General Life Insurance
A type of insurance policy that provides a lump-sum payment upon insured's death (death benefit), and can have additional benefits accessible before death (living benefits)
.jpeg)
Annuities
A contract between an individual and an insurance company which are structured by our agents and partners based on the unique needs of each client, leading to more beneficial outcomes
Final Expense Insurance
A type of whole life insurance policy that covers end-of-life expenses
Debt Free Life (DFL)/
Infinite Banking Concept (IBC)
A system where you become your own banker by growing cash value through a whole life policy then borrowing against it
Mortgage Protection Insurance
A type of life insurance that pays off your mortgage balance if you die, or if you become disabled, critically ill, or lose your job
Indexed Universal Life (IUL)
A type of permanent life insurance product where excess premium payments build cash value and interest
