More About Me (David Lewis)
More about me and my personal life… if you’re interested in that sort of thing.
david lewis — owner
If you want to know more about the business side of things, keep reading. You can also:
Monegenix® is a privately-owned insurance agency specializing in insurance-based financial planning, which includes budgeting, money management, and cash flow planning, custom life insurance policy design and planning, and custom annuity and income planning.
We also provide in-house insurance underwriting services for clients who may not otherwise qualify for insurance, financial monitoring and analysis of insurers, insurance policy audit services, and lifetime policy and plan support for all clients.
Our in-house team of insurance specialists have over 75+ collective years of experience in the insurance industry. We also partner with 50 other insurance brokerages to gain access to every major life insurance and annuity company in the marketplace.
David C. Lewis, RFC, is the founder and owner of Monegenix®, as well as its lead insurance advisor and financial consultant. He has been a member of the International Association of Registered Financial Consultants since 2005, a standing member of the National Ethics Association, and a former guest instructor for Joint Education and Training, Inc.
In addition to providing financial advice to clients, David has been brought in through the “back door” of some of the country’s largest financial firms to help develop educational, marketing, and client-approved content for large financial firms like Allstate, New York Life, State Farm, AmTrust, and J.G. Wentworth, as well as startup financing companies like EquityHQ.
His articles have been featured in online publications like The Huffington Post, NuWire Investor, and RealClearMarkets.
His cost-discovery calculators “reverse-engineer” life insurance policies so internal costs can be carefully examined and compared against other savings strategies. This, coupled with advanced cost-benefit analysis, can help clients better understand the value of what they are buying, enabling them to make smarter, more informed, financial decisions.
David is also the designer of xFlow™, a software application which drives a unique insurance-based budgeting and money management system and is a central part of his insurance-based financial planning philosophy.
About My Services…
Here’s the deal:
- If you want to pay off debt and save more money…
- If you’re making good money, but still have cash flow problems…
- If you want to lower your tax bill…
- If you’re not sure how (or if) you should plan for retirement…
- If you want to improve the performance of your overall investment strategy or…
- If you don’t understand or don’t want to invest in the stock market…
- If you’re worried about your future savings and want to protect it…
- If you cannot afford to lose the income or savings you’ve accumulated…
- If you’re confused about all the contradictory information out there on the web about life insurance and annuities, insurance planning, or full-on insurance-based financial planning…
Then, I may be able to help you sort it all out and design a simple financial plan that really works.
Want To Know More?
A great starting point for most people is to get on my daily email list. I tell stories and disclose information that normally doesn’t see the light of day in the financial industry.
A word of warning… there’s a lot of sarcasm, stories some people think are “offensive,” and a lot of strong opinions. I sometimes even “go there” with politics and religion. But… some people have told me, on occasion, that I also dispense some damn interesting financial advice.
It’s not politically correct. Sometimes, it’s not even grammatically correct.
One reader put it like this:
If that bothers you or if you think you might be offended by any of that stuff, that’s perfectly fine.. no hard feelings. I just want to give you a heads up that my email list is probably not the place for you.
On the other hand, if you’re up for an adventure, you might be ready to join my email list. Just enter your primary email in the form below:
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Want To Know More About The Philosophical Ideas Behind What I Do?
Some people have asked about what kind of philosophy or ideas drive me and my company. Pretty heady stuff for some folks, but also important. If that’s something you want to know more about, hit the link below.
Sign Up To My Email List Already!
You’ll learn something. I promise. And… you might even have fun.