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.

So, if you want the safety, security, peace of mind and certainty that comes with a custom life insurance or annuity plan, then apply below and let’s talk.

Apply To Become A Client

Need help solving a difficult financial problem? Want me to review your existing life insurance or annuity plan? Or… do you already know what you want and are thinking of becoming a client?

Then… sign up below and register for a pre-client interview.

Once you register, you’ll also be added to the free DAILY email list (if you’re not already on it). It gives you a chance to learn a little more about how insurance planning works and you get to know me before committing to anything serious.

Pre-Client Interview Registration

If you are a human and are seeing this field, please leave it blank.

Fields marked with a * are required.

First Name *

Last Name *

Address *

City *

Zip / Post Code *

Phone *

Email *

What problems do you want help with? *

When Do You Want To Start (Or Change) Your Insurance And Savings Plan? *

This month
Within 2-3 months
More than 3 months from now

Pre-Client Interview Disclosure

This meeting is just a pre-client interview and not an offer for insurance or to become a client. We will be discussing your finances, insurance planning, and whether it makes sense for you to become a client. However, you do not have to agree to become a client and you will not be offered any insurance policy during this meeting.

If you agree to those terms, please tick the checkbox below.

I understand this is a pre-client interview and not an offer for insurance or to become a client. *

If you are a human and are seeing this field, please leave it blank.