Grow & Protect Your Wealth with Life Insurance
Get the strategies you need to:
Schedule a Free Strategy Call
Ready to take control of your financial future? Complete the short survey to see if you qualify for a free wealth strategy call to see how you can use life insurance to grow your wealth, pay off debt, and leave a tax-free legacy for your family. There’s no cost or obligation—just smart strategies tailored to your needs.
55%
Of Americans Will Die Broke
How I Can Help
I specialize in teaching everyday people and small business owners how to use life insurance to build wealth, pay off debt, and leave behind an immediate legacy for their families—all without increasing their monthly expenses. Here’s how it works…
Create a Legacy
Life insurance creates an immediate legacy by providing a tax-free benefit to loved ones, covering debts, and building generational wealth. It can support education, charitable causes, and ensure business continuity, offering financial security and lasting support for future generations.
Build Wealth
Life insurance can build wealth by offering a tax-advantaged way to grow cash value over time. With permanent policies like Indexed Universal Life (IUL), a portion of your premium is invested, allowing cash value to accumulate. Additionally, life insurance policies can offer protection from market downturns, ensuring steady growth while providing a legacy for your beneficiaries.
Protect Your Lifestyle
Life insurance can help pay off debt in 2 ways. First, by providing a cash payout to your beneficiaries, ensuring they have funds to settle outstanding debts like mortgages, loans, or credit cards. Second, cash value can be accessed through policy loans or withdrawals, providing a funds to pay off debts, or meet other needs without impacting the death benefit.
Eliminate Debt
Life insurance can help pay off debt in 2 ways. First, by providing a cash payout to your beneficiaries, ensuring they have funds to settle outstanding debts like mortgages, loans, or credit cards. Second, cash value can be accessed through policy loans or withdrawals, providing a funds to pay off debts, or meet other needs without impacting the death benefit.
GET FREE CONSULTING & SUPPORT
My Services
I provide tailored financial protection and wealth-building strategies to families and small business owners, using life insurance and annuities. All of these services are free of charge to you. I only get paid by the insurance companies on the policies you purchase and keep.
Financial Needs
Consulting
My consulting approach includes a thorough financial analysis to identify your needs and finding opportunities to strategically fund your plan.
Holistic Strategy
Planning
My approach to financial planning goes beyond just recommending products—it’s about creating a holistic strategy tailored to your unique needs and goals.
Policy Acquisition & Implementation
I help you find the right plan to meet your needs and goals and then serve as your advocate to the insurance company to get your plan in force.
Ongoing Guidance &
Support
As your needs change and evolve, I service all of your policy and strategy needs moving forward. From reviews, to updates, to claims, I handle it all for you.
CASE STUDY
Meet The Moores
Devon and Anna are married with two young children. Just like many families today, they are struggling with debt and uncertain about their financial future.
They were able to:
1. Secure a life insurance plan with a death benefit to protect their family.
2. Implement a strategy to pay off their debt within 15 years.
3. Position themselves to build wealth for retirement.
Now, they can confidently face the future, knowing they are on the right path.
Insurance & Annuity Products
Term Life Insurance
Provides coverage for a specific period, paying a death benefit if the insured dies within that time. It’s an affordable option for temporary needs. Coverage expires if not renewed.
Permanent Life Insurance
Offers lifelong coverage with a death benefit and a cash value component that grows over time. It’s more expensive than term life but includes savings and investment features.
Indexed Universal Life
A type of permanent life insurance where the cash value is linked to a stock market index, offering higher growth potential. It provides flexible premiums and death benefit options.
Mortgage Protection
A type of term life insurance designed to pay off the remaining mortgage balance if the policyholder passes away. It helps ensure that the family can keep their home without the burden of mortgage payments.
Final Expense Insurance
A small whole life insurance policy that covers funeral costs, burial expenses, and other end-of-life expenses. It provides a quick payout to beneficiaries . It’s often more accessible for seniors due to its simplified underwriting.
Fixed Indexed Annuities
A retirement product that provides guaranteed income while offering growth tied to a stock market index. It protects against market downturns with a fixed minimum return. Ideal for securing lifetime income with limited market risk.
4.9
Out of 5
What My Clients Say
4.9
Gianna Irvin
5
Lamar & Donna Luke
4.8
Becky George