top of page
About Us
LivingLEGACY | Our Plans
InfinityWealth
LifetimeShield
CampusNest
EverGuard
LuxLegacy
Our Process
News
FAQs
More
Use tab to navigate through the menu items.
Book Consultation
OUR
NEWS
The Tax You Didn’t See Coming: How IULs Help Business Owners Stay Tax-Efficient
Legacy Isn’t Just for the Wealthy: How Business Owners Can Pass On More Than a Name
Golden Handcuffs: Rewarding and Retaining Key Employees with IULs
What If You Can’t Work? Protecting Your Income with Living Benefits
Beyond College: How IULs Empower Parents to Launch Their Children into Life
America’s Retirement Gap: Addressing Savings Shortfalls, Social Security Uncertainty and How IULs Offer a Smarter Solution
Retirement Planning by Age: Smart Savings, 401(k) Strategy, and the Power of IULs
Market Shock and Wealth Protection: How IULs Create Calm in a Storm
Protecting Your Retirement: How Indexed Universal Life (IUL) Shields You From Market Freezes and Falls
Q1 2025 IUL Market Update: Why Protection Matters More Than Ever
Max-Funded IUL: Building Wealth and Security
Bridge Capital Without the Bank: Using Cash Value in an IUL to Cover Temporary Setbacks
When You ARE the Business: Planning for Continuity Beyond You
Too Rich for Loans, Too Poor for Liquidity: The Power of Premium Financing for Business Owners
Buy-Sell Agreements Without the Cash Crunch: Why IULs Are the Ultimate Exit Strategy Tool
The Sudden Loss No One Plans For: Using Key Person Insurance to Protect Your Business Lifeline
No Exit Strategy? Why Most Business Owners Fail at Retirement Planning—and How to Fix It
Understanding the Underserved: Why Life Insurance Matters for Women and Minority Communities
CampusNestâ„¢ vs. 529 Plans: Which is the Right Choice for Education Savings?
How to Use Life Insurance for Estate Planning: A Complete Guide
Tax Implications of Converting a 401(k) to an Annuity
Convert Your 401(k) or IRA into LifetimeShieldâ„¢: Secure Your Retirement Income
10 Common Life Insurance Pitfalls and How to Avoid Them
How Infinite Banking Empowers You to Build Wealth
Becoming Your Own Bank in Retirement: Secure Liquidity, Growth, and Control
The Power of Infinite Banking: How to Grow Wealth Like the Wealthy
How Banks Use Your Money and How You Can Take Control
Building Dynasties: How the Wealthy Used Life Insurance to Secure Their Fortunes (and How You Can Too)
The Historical Power of Life Insurance in Wealth Creation: A Timeless Tool for Financial Security
From Death Benefit to Dynasty: How Life Insurance Built Empires (and Can Still Build Yours)
The Power of the S&P 500 Index: Maximizing Returns with a Well-Designed IUL
Life Insurance Comparison Table | Comparing Your Life Insurance Options: Term, Whole Life, and Indexed Universal Life (IUL)
Rethinking Your Retirement Strategy: Why Relying Solely on a 401(k) Could Be a $300,000 Mistake
Life Insurance: Your Financial Swiss Army Knife
What Could Go Wrong with an IUL? Here’s How to Avoid the Pitfalls and Maximize Success
Whole Life vs. Index Universal Life: Which is Right for You?
Protect Your Nest Egg: The Tax-Smart Way to Convert Your 401(k) to Lifetime Income
Understanding State-Mandated Retirement Plans: What Business Owners Need to Know
A Guide to TEFRA, DEFRA, and TAMRA in Life Insurance
Why Max-Funding an IUL Could Be Your Best Financial Move Yet
LivingLEGACYâ„¢: Putting Life Insurance to Work for You
Discover the Power of Liquidity: How InfinityWealthâ„¢ IUL Provides Access to Your Cash When It Matters
Business Continuity Planning: Leveraging an IUL for Liquidity and Stability
Life Insurance: A Hidden Financial Resource You Can Borrow Against
Why Indexed Universal Life Insurance (IUL) is a Smart Investment for Your Child’s Future
Evolving Perspectives: The Modern Role of Life Insurance Creating Wealth
Unlocking Tax-Free Retirement with Life Insurance: A Step-by-Step Guide
Infinite Banking: Unlocking Financial Freedom and Growth
bottom of page
