We have carefully assembled a vetted team of experts who are much more than your average insurance agents. We’ve coined the role Pro Client Guide for our vetted professionals because they each have assisted thousands of people just like you, seeking a higher level of guidance pertaining to life insurance solutions.
Whether your concerns are alternative wealth building strategies, college funding, retirement planning, business planning, using leverage for investing or even just long term care planning or securing a death benefit, you are in the right place.
Your Pro Client Guide’s sole concern is to come alongside and guide you on the I&E journey. This usually means walking with you through our process, beginning with the Education phase and culminating with your Application process to execute your unique strategy.
Finally, your Pro Client Guide will serve as a resource for years to come during the Maintenance phase as your needs and priorities continue to evolve. Your 3 Senior Pro Client Guides are listed below.
Click to meet the Pro Client Guides below to review their focus areas and experience and when you’re ready, please reach out to connect and begin your journeying process.