How We Can Help
Let's face it, we all need money when it matters most!
Simple Steps to Find the Best Plans
Get the protection you need to safeguard your journey and financial wellbeing!
Finding the best options only takes minutes!
Provide basic information and select time to cover your personalized options with over 40 carriers to choose from.
Major Health Issues? No problem!
Step 1: Explore Options & Quotes
Step 2: Complete Application
It only takes a few minutes to apply online.
Health questions and personal information will be needed for the chosen carrier program.
You will be able to review a copy of the application.
Step 3: Get Fast Approvals
Applications are often approved within minutes.*
Occassionally, the underwriters may need to review and/or need additional information..
We work as a team to get the protection you need.
Going the Extra Mile To Make a Difference!
Our Trusted Partners
Over 40 Carriers allows us to custom design the plans for your needs!
Here are a few....
Building Your Treasure Chest
Limiting Market Risks
How Money Works
Learning various money priciples are key to making sound decisions for your financial goals!
Have children? Amazing child and education programs that can change their lives!
How much money can you afford to lose? Cumulative inflation cuts into our finances, losing more in risky investments.
Times are volatile, so learn your options and what you can do to protect what you have worked so hard to build!
Lifetime Income
At some point, our income may stop. While social security is available fofr many, you may need to supplement. Only a few programs can provide lifetime income. Learn more now :)
Tax Advantaged Retirement
Maximizing tax strategies can have a profound impact on your financial future and retirement savings. It can impact your earning and income potential.
With rising taxes & inflation, it is wise to review tax advantaged & tax free strategies.*
Maximizing Options
Banking and credit card companies know how to use borrowing and compounding interest to make lots of money from you.
You can now put these principles to work for you for your gain!
Employer 401k - 403b Rollovers
Need to roll over your money, yet want to know options available that will grow your money safely, provide income and help you strategize your short term and long term goals.
Reduce Debt to Build Wealth
Debt Reduction Strategies
Reducting your debt to income ratio is key to building wealth ...
Imagine paying off your debt and pay off your home in a few years!
Save thousands in interest!
Increase cash flow!
Build Wealth
Find out your potential options to reduce debt & increase your treasures!
Legacy Estate Planning Services
Families are overwhelmed when a loved one becomes critically ill and/or passes away.
Stories, geneology and family history can be lost forever.
Advisor specialists can assist family members in time of need.
Assists our members and families:
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Emergency Response notification system
- Support system the insurance claim process
- End of Life Planning & Survivor support
- Assistance finding funeral homes
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Assistance identifying grief counseling programs
And more!
Emergency Response & End of Life Planning
Wills, Power of Attorneys, Health Directives
Wills alone may not avoid probate. Often, monetary accounts and assets may be frozen &/or tied up until financial institutions & courts determine who has legal rights to access.
WATCH 2 SHORT VIDEOS
Revocable Living Trusts can provide a smooth transition along with quick, easy access to bank accounts and assets.. Many estate plans are very costly that may be ongoing or pay for any changes.
Or worse, they are not set up or fully funded with listed assets.
Here, there are unique Estate Planning services you don't see with other systems. You can be in control and easier than you think without seeing attorneys everytime something needs to be updated or changed, saving you time and money!.
Estate Planning
Keeping important information handy in one location simplifies tough times like wills, final wishes, stories, history and cherished memories.
Allows members to record their:
- Personal, financial, & online account information
- Family values, stories, videos, historical insights
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Valued possessions
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Pet care and management
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Final wishes
And more!
Documentation Portal
Here, we believe in helping people leave a legacy and be remembered long after they’re gone.
Most of these services are available at NO COST for our participating members and provided by our special service providers *