Life Insurance Strategies
Customized Plans
Learn How To Leverage Life Insurance

Key Person Protection
You are your most important asset in life and in business. Protect your business so that if you become disabled or pass away, the death benefit would provide cash to enable the business to continue operations for a specified amount of time. Proceeds are paid directly to the business and the business can use the money as it deems appropriate. Key Person Insurance can also be purchased on employees as well to protect the business.
Buy/Sell Agreements
Similar to a Key Person policy, a Buy/Sell policy is used when it's time to buy out a partner and/or a partner's inheritance either because they have passed away or for any reason even while they are still living.


Liquid Asset Protection
When you put your money into life insurance policies; that money is hands off from any litigation, including bankruptcy. Your liquid assets are protected.
Infinite Banking
Instead of borrowing money from a bank, you become the bank and you pay yourself back! While protecting your money from any litigation including bankruptcy, guaranteeing tax free growth, and securing a legacy. Payoff debt, buy a car, buy a house, invest in your business (whatever it is). Give every dollar you earn at least 2-3 jobs before it leaves your economy, protect your liquid assets, and sleep well at night.


Retirement Planning
In most cases; pensions, social security, 401k/IRAs are not going to be enough to retire on and maintain a high quality of living. If you become disabled or unable to care for yourself, health insurance and medicaid don't cover long term care or in-home care. Our plans will have you covered.
Generational Wealth
This is the heart and sole of any plan. What we leave behind is our legacy. You can create generational wealth for your children and grandchildren or you can leave behind a legacy to a non-profit of your choosing.
