Products and Services

  • Life Insurance
  • Final Expense
  • Mortgage Protection
  • Living Benefits
  • Retirement Protection
  • Medicare
  • Supplemental Insurance
  • College and Child Savings
  • Health Matching Accounts
<
>

Family Income Protection

​If you have dependents (children, spouse or parents) who must rely on you and your income for financial security, watch this video to learn how easy and inexpensive it is to protect them from any economic adversity they would experience in your absence.

Tax Free Discount on the Cost of Final Expenses

If you want to save money while providing your family with the funds to pay for your own funeral expenses, watch this short video to learn how you can guarantee that your family will have tax free cash to pay your Final Expenses at a 40% to 60% discount.

Mortgage Protection

If you have a home mortgage, and a monthly payment that is dependent on your earned income, watch this short video to learn how you can pay off your home mortgage or continue making your monthly mortgage payment even if you have no earned income.

​Living Benefits Life Insurance

Did you know that you can now access up to $250,000 of your life insurance coverage tax free - without dying?  Learn how life insurance companies now allow you to take a portion of your death benefit if you experience a critical illness like cancer, heart attack, or stroke.

Tax Free Income Alternative to Your Deductible Retirement Account

If you are saving money for retirement in an IRA, SEP, 401k, 403b, or 457 account . . . watch this short video to learn how you can save five times more on your income tax!

Tax Deferral, Market Risk, and Investment Fees

If you are saving money for retirement in a tax deferred 401k, 403b, or IRA invested in mutual funds or any sort of "managed" account, watch this video to discover the real cost of deferred taxation, market risk, and investment expenses.

Four Questions to Protect Your Retirement Savings

If you are recently retired or preparing to retire, and realize that there is much misinformation and misunderstanding about how your retirement savings must be converted into retirement income, then watch this short video to learn the four questions you need to ask yourself before making any decisions.

​Tax Free Retirement Income Plan

If you want tax free income at retirement without the risk of losing any of your money in the stock market, watch this short video to learn how sections 101 and 7702 of the tax code enable you to save, grow, and protect your money for a tax free retirement.

Roth Conversion: Tax Free Retirement Income

If you are currently saving money for retirement in any tax deferred account like an IRA, 401k or 403b, and you'd like a way to convert tax deferred into tax exempt, watch this short video on a retirement savings account with tax exempt growth and tax exempt income.

Introduction to Medicare

Will you be turning 65 soon, and become eligible for Medicare benefits? Would you like to know how it works, and what your options are to get the most benefits for the least expense? Then watch this short video to quickly understand how Medicare works.

Cover Hospital Expenses Not Paid by Your Healthcare Plan

​If you have excellent healthcare coverage paid by your employer, but you still have deductible and co-payment expenses for hospitalization, watch this short video to learn how you can cover hospital expenses not paid by your healthcare plan.

Tax Free Money for Critical Illness Expenses

It does not matter what age you are, or your current state of health. Watch this short video to learn why all of us can succumb to a serious illness like cancer, heart attack, or stroke, and how we can protect ourselves from the life altering financial impact.

Protecting Your Most Valuable Financial Asset

If your ability to earn income is dependent on your physical and mental health (not passive investment income), then learn how to protect your financial security by replacing your earned income if an accident or illness should result in a long term disability.

Preparing for Elder Care Expenses

If you are concerned about the possibility of needing home nursing or assisted living care at sometime in the future, and having enough money to pay for it -  learn how you can protect your retirement income and so you don't run out of money or become a burden on your children....

Best Way to Save and Pay for College Education

If you have a young child or children, and you want to begin saving for their college educations, watch this short video to learn the most tax efficient and cost effective way to save, grow and protect money to pay for a college education.

Forbes - How Government Abuses The Elderly
Forbes - A New Approach to High Deductibles

Reduce out of pocket medical expenses with a Health Matching Account. Your monthly contribution to this plan will be matched over a three year period and can be used to cover a wide variety of health services.
  • Matching. As the program progresses, owners will receive up to $2 in medical benefits or more for every $1 contributed into their HMA.
  • Lower your health insurance premiums. Families are able to save up 40% or more on their monthly premiums over time by increasing their primary health plan deductibles.
  • PHMA. is a medical savings account designed exclusively to pay for veterinary expenses for all of the pets in your household. Unlike pet health insurance, which will require you to pay numerous, out-of-pocket costs such as deductibles, copays and coinsurance before you receive any benefits at all, the Pet Health Matching Account is the only pet health plan available that will have you and your pet covered immediately!

See What Our Carrier Partners Say

We work with over 30+ insurance carrier partners to provide the right solutions for our clients.
Our carriers come to our training events and have created products exclusively for our team members clients. 
Know that you have the best of the best in the industry backing you up when your clients are protected with our insurance products! 
We take care of the client's financial security needs, ensuring that the family is made whole financially in the event of tragedy and to keep their retirement savings safe. 
Our clients have access to quick issue insurance products to take care of their needs while at the same time maintaining affordability.