About Us

Our Mission Starts Here...with life insurance

Have you prepared for pre-retirement risks? What about post-retirement risks?

Although some risks diminish over time and may even go away after retirement, some essentially start after retirement. And these risks often get bigger and are more likely to happen the longer we’re in retirement.

Fortunately, there are products and solutions that may help.

Which reminds us that…

All too often we learn of someone that looked into getting life insurance but failed to do so because of one reason or the other. Then something bad happens and a bad situation is made even worse.

A large cash payment from a life insurance policy can’t bring your loved one back from the dead but it can surely help in the financial sense.

Life insurance has always been about those who live. And now this is truer than at any other time before. This is because life insurance has become something you can truly use while you are still alive.

Imagine being able to spend your own life insurance death benefit on yourself, if you get sick and or you’re healthy and live longer than expected. Imagine the possibilities of not having to worry about stock market crashing or housing and health care expenses because you have life insurance for that.

This is the new era in life insurance. So if you don’t die early you can put the entire death benefit in your checking account and spend it on virtually anything you want, while you are still alive, (even if you are in great health).

You see, today’s life insurance protects you if you die early, get sick along the way, or live too long.

Today we have a lot of information at our finger tips. Distractions and information overload can cause some people not to take the steps they need to secure a safe, stable financial future for themselves and their family.

Don’t be just another statistic for inaction. Become the difference that’s available to you.

Getting in touch with someone that truly cares about helping people is easier than ever. And it doesn’t cost you anything to ask for experienced professional advice.

So what are you waiting for?

The sooner you make contact, the sooner you’ll be on your way to a safe, stable and secure outlook.

Our Mission continues Here...with retirement solutions

Are you feeling lost and confused about which insurance and financial services product or service is right for you. Are you worried about how you are going to retire? Does it feel like there’s an endless sea of information, but you are not getting the answers you need? You are not alone.

You probable already know it. There are 50 different opinions about how to plan for a secure retirement. It seems like every financial advisor has their opinions. Even commentators and so called experts who are not held to the standards of licensed professional promote their opinions.

These are all likely to be sub-optimal.

Instead of offering you opinions, we show you the math and science behind a very simple retirement solution. In fact, you will probably want to know why this solution is not as well-known as the opinions expressed by many financial advisors and some in the main stream media.

If you want solutions based on math and science and the economic facts behind a happy retirement, then you have come to the right place.

You Can Start Here

We don't just push products. We are about experiences.

You're Valued

Our mission is to provide an outstanding user experience from the very first moment someone visits our website, all the way through to becoming our subscriber, meeting a trusted financial advisor(s) and becoming a client.

We're Optimize 24/7

Every single day, our goal is to do things better than the day before. We believe that we can make a real difference by consistently improving.

We Understand You

Our business may be information about insurance and financial planning, but our passion is people. We love helping people. Our mission is to help our visitors achieve their financial goals and to make sure their families have a secure future. We love to watch people turn goals into accomplishments.

Relationships Matter To Us

Because we choose advisors that put people first we encourage a unique approach to insurance and financial services. You will notice it the first time you speak with a referred advisor. We start every relationship by listening. We treat each client like they are a member of our family. We listen to their stories and learn about their wants and needs before we ever make a recommendation

Independent Financial Advisors

Another thing we do differently is that we work with independent financial advisors. That means you should not to limit to just one company’s products, but having access to literally the entire universe of products. Being independent also means recommendations are not made unless they are the best option for you in your situation.

We have access to a variety of different products and policies such as:

• Life insurance

• Disability insurance

• Long-term care insurance

• Health insurance

• Annuities

We even have the book on using annuities as a retirement planning tool.

We can even put you in touch with the book on using annuities as a retirement planning tool.

Our Promise to You

We promise to listen to you. We aren’t interested in just doing a quick transaction. We want to form lifelong relationships of trust. It all starts with listening to you and understanding what your goals and your needs are.

We promise to refer advisors that only recommend products that they believe are your best options. Because we work with independent financial advisors we feel they are free to help you select the best policies for you, no matter what company sells them. Our goal is your financial success and peace of mind.

We promise to answer all of your questions as best we can. We know that for most people buying insurance and thinking about retirement planning is scary and overwhelming. We are not in a rush. Hopefully, we can be a source to answer all of your questions.

Do You Have Questions?

Get in touch with us! Our outstanding customer support team will get back to you within a couple of hours.

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