WELCOME TO I&E

Recapture Your Debt • Create Money Momentum • Build Wealth With Intention
Recapture Your Debt
Create Money Momentum
Build Wealth With Intention

We are here to educate, coach and partner with you, to equip you with properly designed Whole Life and Indexed Universal Life strategies that accomplish your specific defined goals such as debt repayment, wealth building, tax and retirement planning, and legacy creation.
Schedule a Consultation with Steve

LIMITED OFFER — Get Your Copy of The Intentional Wealth Effect

OUR PROCESS

The team at Insurance and Estates is here for your success. Our primary focus is Guidance and Coaching, remaining with you every step of the way, through:
Education—Helping you discover what options are available to you based on your specific needs and goals.
Evaluation—Where your Pro Client Guide will help identify the ideal plan for you.
Quotation—Properly designing your policy within the parameters you prefer.
Application—Keeping you up to date on your status.
Maintenance—Which involves assisting you on your journey, providing policy maintenance and continued guidance to make sure you are successful on your journey.
Top Companies We Work With


Many casino players have life insurance policies to protect their family from financial disaster. However, there are other reasons why people may purchase a policy. The main reason why $10 deposit casino players often have life insurance policies is simple: they want to protect themselves against financial losses. Insurance is a risk management tool used to insure against contingent, uncertain losses.








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