In this consultation you will learn about:
1. How to Invest without taking unnecessary chances assosciated with the stock market and mutual funds
2. How to protect your money while maintaining access to it
3. How members of the "Wealth Builders Club" avoid risks and taxation entirely
4. An evaluation of your current situation and goals to tailor a specific plan for you so you can start building wealth quickly.
If you want a supercharged savings account, you need to get a high cash value life insurance policy.
We encourage clients to allocate as much money into cash value as possible. A traditional life insurance policy can take up to 10 years to become profitable, a properly structured high cash value policy can become profitable in a few short years.
These types of policies are rare tools that provide solid growth (between 5% – 12%), they are guaranteed never to lose money, to grow tax-free, and are completely liquid and yours to use.
I’m a retired Army veteran with 23 years of service. I am a licensed Insurance agent.
I believe that putting my clients first and maintaining a high level of professionalism on their behalf is what makes clients eager to refer me to their family and friends. I bring a high level of expertise to my clients, and work diligently with them to find a plan that meets all of their concerns.
I have a Bachelor of Science degree in Business Administration, additionally, I have completed the following certification courses through RegEd, the industry’s largest and most comprehensive annuities training platform:
i. Recommending Annuities Under the NIAC Best Interest Standards (through RegEd)
ii. Advanced Concepts in Anti-Money Laundering Compliance (through RegEd).
I’ve authored the book titled "90 Quick & Easy Strategies For Saving Money in Today’s Economy."
You can find me on multiple social media platforms where I share insight and knowledge concerning life insurance. Click on the links below :