GET YOUR HASSLE-FREE TERM LIFE NEEDS ANALYSIS AND QUOTE

Tap or click the button below (no email or phone required)

  • 40+ Top Carriers
  • Multiple Term Options
  • Living Benefits
  • Lowest Rate Selection on the Internet
  • Find Something You Like – APPLY ONLINE, IT’S FAST AND EASY

NEW HOMEBUYER ASSET PROTECTION GUIDE

LIFE RETIREMENT CVL STRATEGY

DOWNLOAD OUR [eBook] LONG TERM CARE, 2019 AND BEYOND

“Little Known Secrets about “Long Term Care” Provisions – THAT – Your Agent Will NOT Tell You (because they DON’T KNOW, or worse yet they KNOW but want to sell you more “stuff”)

We specialize in asset protection, life retirement, legacy building and generational wealth preservation strategies.

Asset Protection

PROTECT THE ONES YOU LOVE - Understand the complex maze of asset protection options so that your family will create and sustain generational wealth. Whether your asset protection includes personal wealth, family business or any other type of legacy, we help you understand your options.

Life Retirement

SLEEP WELL AT NIGHT - Creative wealth building and preservation strategies so that your golden years are indeed golden and not spent recovering from losses in the market. Retirement income secured by a floor if the markets go south - WITH - substantial upside.

Long Term Care

FEAR NOT - Do you fear the expenses of LTC (long term care) may deplete or destroy your life savings and families wealth? We help you understand and mitigate the risk of expensive long term care so that your wealth is passed along to your family, NOT the health care system.

The Super Roth

The Super Roth uses after-tax contributions as premiums into a permanent life insurance policy – whole life, indexed universal life or variable universal life insurance. When the need for death benefit coverage and retirement income collide, the perfect storm is created for a Super Roth is created. These policies are structured in a manner to minimize the life insurance death benefit and maximimize the tax-free cash accumulation growth allowed within policy limits set forth in IRS Section 7702

Tax Free Retirement

TAX FREE RETIREMENT

Not knowing where to put your nest egg and retirement funds can lead to sleepless nights. We empower people with the asset protection and retirement income tools to ensure our clients sleep well at night knowing that they can live their golden years tax free.

generational-wealth (1)

GENERATIONAL WEALTH & LEGACY

Learn more about the tools and financial vehicles that have built generational wealth for some of the wealthiest people in history. The tools and financial instruments are designed for wealth preservation, legacy building and ensuring generational wealth transition.

OUR PROCESS

UNDERSTANDING YOUR NEEDS

Our process begins with understanding you, your needs, your family and your goals. We start with a risk analysis and a series of carefully scripted questions to best understand everything about you and your assets, retirement and financial goals.

ASSESSMENT, DESIGN & PLANNING

The second step of our process is to plan and design and custom tailored solution to meet your asset protection needs and financial goals. You can be assured that the plan(s) we present to you are carefully vetted by our team of advisors and analysts.

ASSET PROTECTION & RETIREMENT EXECUTION

After plans are reviewed by you and your team of advisors, we implement the asset protection solution and financial vehicle(s) are the best fit for both your current and future needs.

WHO WE CAN HELP ...

Non-profits are constantly challenged with challenges that include funding, sustainability, key employee retention, constituent engagement, and many systemic issues. We take great pride in helping non-profits, organizations, and congregations better understand those challenges and make informed decisions. Our portfolio of plans, products, and policies are designed to help your non-profit create short term results and long term sustainability.

Small business owners like restauranteurs, service professionals, lawyers, retail and healthcare professionals are also responsible for their own asset protection and retirement planning. Understanding the best instruments to accomplish your goals is not one-size-fits-all. We provide flexible planning, strategies and instruments for the entire lifecycle of small business owners.

 

Depending on where you are at in your career, risk tolerance is a vital factor in understanding how to manage asset protection and retirement planning. The facts are the older you get, the more sleepless nights there are worrying about retirement, legacy and generational wealth. We specializing in understanding where you are at in life, in your career and your goals and providing a low risk options, 0% floor, with significant upside for growth.

ARTICLES

November 1, 2019
Durfee Innovation Society

Durfee Innovation Society – Making Dreams Come True

Durfee Innovation Society – Making Dreams Come True This week I had the honor and privilege of touring the Durfee Innovation Society in Detroit. Built in […]
October 16, 2019
How to find missing money that belongs to your family

How to Find Your Family’s Missing Money (Mother, Father, Grandparents, etc.)

How to Find Your Family’s Missing Money (Mother, Father, Grandparents, etc.) Missing Money – Websites to Search Unclaimed.Org – Interactive map that allows you to select […]
October 6, 2019
5 long term care solutions for 2019 and beyond

The New Reality of Long Term Care Insurance

LONG TERM CARE – Lots Of People Want It, Lots Of People Need It – WHERE IS IT? TABLE OF CONTENTS The New Reality of Long […]
October 5, 2019
You Have Been Lied To - The Problem with Averages & YOUR MONEY

The Problem with Averages & YOUR MONEY

The Problem with Averages & YOUR MONEY Winning Your Business – AT ALL COST Money and finance is a HYPER-COMPETITIVE game. Every financial professional, life insurance […]
October 1, 2019

What Is Asset Protection And Why It’s Important For You

What Is Asset Protection And Why It’s Important For You Most asset protection “experts” will try to convince you that asset protection is all about helping […]
September 30, 2019
Be Your Own Bank, Cash Value Life

Infinite Banking – The Original CVL (Cash Value Life)

Cash Value Life (CVL) – What Is It? What if you could be your own bank? What if you had a source of funds that paid […]

CASE STUDIES

August 25, 2019
38 Year Old Real Estate Agent - Life Insurance, Retirement Funding, Asset Protection

Realtor Life Insurance & Retirement Case Study – Woman 38 Years Old Married No Kids

Case study – Asset protection, life insurance and retirement funding for a real estate agent, 38 year old female agent, married with no children.
August 25, 2019
42 Year Old Real Estate Agent - Life Insurance, Retirement Funding, Asset Protection

Realtor Life Insurance & Retirement Case Study – 42 Year Old Divorced Mother of Two

Case study – Asset protection, life insurance and retirement funding for a real estate agent, 42 year old mother of two.

LEAVE A LEGACY, NOT DEBT PODCAST

August 12, 2019
Asset Protection and No Risk Reitrement with David Truffelman

[Podcast] 🎤 No Risk Retirement with David Truffelman

[Podcast] 🎤 No Risk Retirement with David Truffelman In this episode, independent retirement and asset protection advisor David Truffelman shares insight and recommendations for wealth preservation, […]
August 5, 2019
Health insurance and long term care with Tasha Riggs of Health Markets

[Podcast] 🎤 Healthcare and Medicare Insurance with Tasha Riggs of HealthMarkets

WHO WE HELP … [Podcast] 🎤 Healthcare and Medicare Insurance with Tasha Riggs of HealthMarkets In this episode, Tasha Riggs of HealthMarkets shares with us incredibly […]
July 22, 2019
Bo Schimers, descendents estate, life insurance and retirement income

[Podcast] 🎤 Probate and Decedent’s Estates with Attorney Bo Schimers

[Podcast] 🎤 Probate and Decedent’s Estates with Attorney Bo Schimers Decedent’s Estates & Probate Court In this episode, Attorney Bo Schimers shares with us useful information […]
July 14, 2019
Asset Protection and Life Retirement for People with Special Needs

[Podcast] 🎤 Caring for Loved Ones with Special Needs – 3 Men Tell Their Stories (Episode 2)

Jeff, Scott & Mike – ‘Special Needs Really Just Means SPECIAL’ It’s uncommon for grown men to get together and share emotional insight and first-hand experiences. […]
Spread the love