A proud partner of the Small Business Administration (SBA). With a passion for empowering entrepreneurs and fostering economic growth, I am dedicated to providing valuable resources and support to help businesses thrive. Let's work together to turn your dreams into successful ventures."

Proud Partners of the SBA

Watch Video

WEALTH MANAGEMENT

Infinite Banking Concept
Infinite Banking ConceptInfinite banking is a personal finance strategy that leverages a whole life policy as a “personal bank.” This includes taking loans against the policy and growing cash flow through the insurance’s dividends.

How Does Infinite Banking Work?

The core of the infinite banking concept is a participating whole life insurance policy. Once such a policy is in place, it is possible to lend yourself money using the cash value of the whole life insurance policy as collateral. That avoids paying interest to lending institutions since a policyholder has his/her mini-bank. It allows very fast access to extra funds, which are just an insurance company call away.

Typically, a participating whole life insurance policy is used for the infinite banking concept. Participating in life insurance means that a policy pays dividends, which allow contributions towards the cash value of the policy or to pay a part of insurance premiums.
A simple visual below highlights the key elements of the infinite banking concept.

Fixed Indexed Annuities
If you're looking for principal protection with the potential to earn an attractive rate of return that is tied to the market, without being directly invested, a fixed-indexed annuity may be a fit for you. A fixed indexed annuity is a long-term investment that allows your assets to grow tax-deferred, and for an additional cost, offers an optional guaranteed lifetime withdrawal benefit (GLWB) that provides a guaranteed "retirement paycheck" for you and your spouse that is guaranteed to grow each year income is deferred (up to 10 years). The guaranteed income (your "retirement paycheck") is designed to help cover your essential living expenses, as defined by you, in retirement. Guarantees are backed by the claims-paying ability and financial strength of the issuing insurance company.

Financial & Retirement Planning
We believe everyone should have an amazing financial plan, for free, and without changing their current budget, your financial plan will recommend the absolute best way to grow and protect your wealth as we achieve financial freedom. There’s no catch and it’s free. As clients build wealth, they will learn how to earn significant market gains without experiencing any losses during a market downturn as well as how to build multiple streams of income for financial protection and freedom during their respective retirement.

Money Max Account GUARANTEED to pay off al
l debt in half the time.

Convert Your Debt to Wealth

Pay off your Business Debt in half the time GUARANTEED. For a glimpse of how to eliminate your mortgage and other debts in as little as 5 - 7 years, please view the videos below first. Then, for a more in-depth understanding of our life-changing financial program and how to Convert your canceled debt payments to Wealth.

IRA’s & Indexed Universal Life

Our IRAs and IULs will allow you to save money for retirement in a tax-free and Tax-advantaged way. Our IRAs provide a lifetime stream of payments that you cannot outlive. Our IULs provide protection and allow you to secure a death benefit for your loved ones while accumulating cash for Retirement that you can borrow from.

Life Insurance Pension Plans
Life Insurance Pension Plans – Is defined benefit pension plan that replaces lost income after the participant dies. The participant can also use it as a stream of income for retirement.

Crowdfunding Virtual Real Estate Investing

Crowdfunding Virtual Real Estate Investing allows you to pool money online with others to purchase property as a group and offer a compelling way to diversify your assets by tapping into real estate investments.

Income Replacement Policies

Provides monthly benefits if you can't work for an extended period because of an illness or injury. With this calculator, you can see if you’re well-protected or if you need more coverage.

Property Management Investments
Property Management Investments
Property fund Managers take responsibility for the management of property-related assets with the focus of maximizing a property’s value for investment purposes such as rental properties and Airbnb

Employee Benefits - Healthcare Products and Solutions
With the pandemic and ongoing changes in healthcare, such as increased telehealth visits, a lot has changed in healthcare payment processing. Our infographic looks at some of the latest statistics on medical payments

Mortgage Protection Insurance
For a lot of families, their house is their financial haven. But what happens when they’re faced with the unexpected, like a job loss or death? By considering the emotional decision-making and the behavioral finances related to mortgages, including mortgage protection from term life insurance, you can give your clients the solutions they need to protect their families no matter what uncertainties they face.

The Million Dollar Baby Policy
Is an asset class of life insurance called participating whole life insurance policy. Each policy has a guaranteed cash value and every year, a tax-free dividend is paid into this cash value. These policies have existed since 1847, and a dividend payment has never been missed.