Take Control of Your Financial Future Today
We help families make positive decisions that promote long-term financial independence.
From birth to retirement. And beyond.
TAX-FREE SAVINGS
Today’s financial products offer benefits that can generate a tax-free income you can’t outlive, provide a legacy for loved ones, and help you take care of long-term care expenses.
LIFESTYLE PROTECTION
You care about your loved ones and want to make sure they’re protected at all times, whether you’re here or not. Is your current strategy meeting all of your legacy and accumulation needs?
LIVING BENEFITS
Allow you to accelerate your coverage if you suffer a terminal, chronic, or critical illness such as a heart attack, stroke or cancer, or in the event of a critical injury.
About Us
Preparing for your financial future is one of the most important steps you can take in life. From tax-advantaged strategies to lifetime income solutions, we can help you create and enjoy the financial future of your dreams.
Mortgage Protection, College Funding, Living Benefits, Tax-Free Retirement, Business Preservation, Estate Planning.
With a commitment to educating Middle Americans about market alternatives, we pride ourselves on helping you make sound financial decisions. We’ll tailor a plan around your specific goals to create the peace of mind you deserve.
PROTECTION FOR WHAT MATTERS MOST
Our Services
Mortgage Protection
Your mortgage payment is likely your family’s largest monthly expense, and you work hard to dutifully pay down your mortgage balance every month. But what if you were to be suddenly hit with unexpected medical bills?
College PLANNING
The average college student will graduate with $30,000 of student loan debt. With college tuition costs continuing to climb at an alarming rate, proper college planning is more critical for parents today than ever before.
Living Benefits
Living Benefits life insurance can help save your financial life, and helps protect you from the cause of over 50% of the bankruptcies in the U.S. every year – medical bankruptcy following a critical illness
Tax-Free Retirement
It used to be that many Americans enjoyed a comfortable and secure retirement with a pension and social security benefits. But pensions have been disappearing over the last couple of decades, so what can you do to get closer to the retirement you see?
Business Preservation
Your business is one of your most important assets, and you’ve spent a lot of time planning for its continued success. Death, disability, disagreement and divorce are proven business killers. There is no time like the present to address these 4 D’s.
Estate Planning
The future of America is expensive, and Uncle Sam is already taking steps to drastically expand the estate tax (aka the "Death Tax") in order to pay for it. Do you and your heirs stand to be affected? Do you have a plan in place to address that possibility?
We help eliminate uncertainty and make the most of the nest egg you’ve been working so hard to build.
Living Benefits
Are you still protecting your family and finances with the "old kind" of life insurance that only pays out if you die?
Living Benefits life insurance is the new, evolved kind of life insurance. With Living Benefits, you have the power to accelerate your death benefit while you're still living if you suffer a heart attack, cancer diagnosis, stroke, or any other Critical, Chronic, or Terminal illness.
Living Benefits safeguard your family from the cause of 50% of the bankruptcies in the U.S. every year - medical bankruptcy following a critical illness.
unexpected medical Bills leave americans in a
Health & Financial Crisis
720,000
HEART ATTACKS
Every single year. Of these, 515,000 are a first heart attack in the United States
795,000
STROKES
Stroke is the leading cause of serious, long-term disability in the United States
1,600,000
CANCER
1.6 million new cases of cancer are diagnosed every year in the United States
643,000
BANKRUPTCIES
Over half of the bankruptcies in the US every year are due to unexpected medical bill
testimonials
Living Benefits Stories
"All that stress just evaporated instantly"
When Amanda Thomas was diagnosed with thoracic cancer shortly after delivering their fourth child, her family’s world was turned upside down.
Amanda Thomas
Stage 3 Thoracic Cancer
"Without living benefits, we’d be bankrupt"
When business owner Devan Shockley was diagnosed with a malignant melanoma in his calf, he and his wife Cathleen were shocked to find that their excellent health insurance left a gap of more than $30,000 to treat his cancer.
Devan Shockley
Malignant Melanoma
"I never thought it would be me"
Watch as Rickson and his wife Bianca tell the harrowing story of a sudden, unexplained cardiac arrest that left him clinging to life in a coma.
Rickson Amorim
Cardiac Arrest
ProtectING What Matters Most
Have questions? We've got answers.
Our team of associates and financial professionals are available to assist you in accomplishing your personal and retirement goals.
Their role is to educate you on the options available for meeting your financial objectives and assist you in making more informed decisions.
Let us help you eliminate the uncertainty and make the most of the nest egg you’ve worked so hard to build.
Send us a message
Preparing for your financial future is one of the most important steps you can take in life. From tax-advantaged strategies to lifetime income solutions, we can help you create and enjoy the financial future of your dreams.
Contact
1752 Aspen Lane, Weston FL 33327
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