Services

Where do your priorities lie? At the end of the day, family comes first. And to take care of your family, you need to take care of your finances. The smartest way to do that is by planning ahead, protecting your wealth, and saving for the future. Our services were designed to help you do just that, and more. Read on to see how we go above and beyond to protect all of our valuable clients. 

Peace Of
Mind

Your personal Debt Free 4 Life ™ consultant will take care of all the number-crunching and form-filling. You can sit back and watch your debt melt away.

Set for
Life

An insurance policy with us is a life-long investment. We treat it with the care it needs to keep growing for decades.

Tailored Coverage

Every policy we craft is customized to fit your goals and needs, as unique as they may be.

Minimal risk, total coverage

We work with you to understand everything that can and will happen. The result — an insurance policy that can shield your family against the unexpected.

Eliminate your debt in a fraction of the time and start saving a tax-exempt nest egg. By using our Specially Designed Insurance Contracts (SDICs) and the power of compound interest, you can become financially free decades sooner than you thought possible!

Mortgage Protection

In the event of a death or disability, we help families ensure their mortgage is taken care of for their loved ones. Some plans include a full return of premium in the event coverage is not utilized.

It’s not about what you need. Rather, it’s more about what your family needs if you’re not there.

Life Insurance

Life insurance answers the most important financial question there is: “How will you provide for your family after you’re gone?” Our life coverage options help you answer with confidence. We offer both permanent (whole life) and temporary (term) life coverage options to best suit your needs.

Final Expense

Also known as burial insurance, a final expense policy is designed to cover the cost of your end-of-life expenses. Final expense coverage is an affordable way to ensure your loved ones will not be burdened with these costs. 

Living Benefits

Our life insurance and indexed life solutions come with an incredible benefit called living benefits. These let you access some of your death while your still alive in the event of covered chronic, critical or terminal illness.

Looking to create retirement income that’ll last a lifetime? Fixed Indexed Annuities and Indexed Universal Life is the ideal solution. These funds accumulate on a tax-deferred basis, yielding tremendous growth without the risk of most other investments. Our tax-free retirement plans are especially popular with pre-retirees looking to preserve their assets.

Do you know what your financial Risk Tolerance is? Are your financial assets in balance with your actual needs and goals? Find out now by clicking here

Educational Funding

College education is more expensive than ever, which forces today’s students into a position of crippling debt that can drag out for decades. So how do you provide a university education for your children while avoiding debt? Our college funding strategies can make all the difference. With the right products customized to your needs, your children can have a bright future unencumbered by student loan debt.

Dependent Protection

Your dependents are your responsibility, a responsibility that’s more profound if you’re the sole breadwinner or even a large contributor to your family’s income. Our dependent protection policies ensure your loved ones can move forward with ease in the event of your demise or disability.

Estate Protection

The death benefit from your life insurance policy can be a significant asset to help your family cover debts and live comfortably without you. With our estate protection services, we can ensure the proceeds from your policy bypass probate and directly compensate your nominated beneficiary.

ASSET
PRESERVATION

Is it possible to protect your financial assets from losing their value? Yes, with our asset preservation services! This solution safeguards your wealth from market volatility and significantly reduces taxation. Your assets will remain as healthy as ever.

Small Business Programs

Life insurance isn’t just for individuals and families. Policies such as Key Person, Buy-Sell and Business Loan Protection can ensure the financial security of a business and its owners. Future-proof your business with our range of small business policies!

WE'RE HERE TO HELP WHEN YOU NEED IT MOST

We help families remove financial threats that could disrupt their happiness, hope, and healing.

I am so appreciative for all the help I received with my husband’s death benefit claim after my husband Mike passed. I felt the weight of the world on my shoulders after he passed and so overwhelmed when trying to file the insurance claim. I was frustrated trying to get the right paperwork together. Wendy walked me through the process every step of the way, helped me fill out the forms, sent the forms in for me, made follow up calls, and checked in on me periodically. When I received the check in the email, I was so happy! I'm so grateful to her! I give Wendy and her business a 5-star rating. I couldn't have done it without her help.
Natalie Okuley

Our Partners

Our services are powered by some of the best well-known and most trusted companies in the industry.

1 in 3 Americans have less than $5,000 saved for retirement, and more than 1 out of 5 have nothing saved at all.

If you’re determined to have a future of financial options rather than limitations, contact me today to learn how you can start planning for the future now.