Do You Qualify To Become A Client?
Sign up below and find out…
The current wait time for a call-back to discuss your finances is about 2 weeks
Once you register below, you’ll be able to schedule a phone call or video chat meeting to discuss your finances, specifically as it relates to budgeting, debt-management, insurance, and savings, what kinds of problems you’re having, and whether my services can help you.
You’ll also be added to my daily email list (if you’re not already on it). Get to know me, and how me and my business partners do business, before you commit to anything serious.
Before We Go Any Further…
Most of the solutions I offer involve custom life insurance and annuity plans. These plans are based on insurance policies (contracts) which are set up to help you solve very specific financial problems, like paying off debts more efficiently, saving money for your child’s future education, saving money for retirement, starting (and expanding) a business, saving money for various current and future financial goals, and so on.
But… Unlike most financial products, not everyone qualifies to own life insurance and annuities — there is an application process.
Part of the application process is to determine your risk to the life insurance company but… a huge part of the application process is to determine whether insurance is a suitable financial product for you.
My custom life insurance (and annuity) plans are specifically designed to remove financial uncertainty from your life and replace it with a known outcome. That known outcome involves various guarantees. But, these guarantees are expensive for the insurer. Because of this, owning a life insurance or annuity policy requires dedication, patience, and persistence on your part.
Not everyone has the emotional temperament and “sticktoitiveness” for these types of contracts. However, for those that do, the results are nothing short of remarkable.