Financial Services/InsuranceInsuranceFinancial Services/Consulting
We provide and share high quality information, products and services to those who want to improve their wellness, protect and grow their wealth and family legacy that works during any economic climate.
We offer a complimentary financial analyses to see where people are at financially and than on the second appointment we go over the recommended tools and resources that can help them achieve their financial goals based on the answers they have given.
We have different divisions within our company.
Individual Financial Planning – Here you would work with a specialized agent who will walk you through the 6 steps of financial security which are:
• Increasing your cashflow
• Debt Elimination
• Creating an Emergency Fund
• Ensure Proper Protection
• Build Long Term Savings
• Preserve your Estate
Premium Financing – this is where you can use your insurance policy as the collateral for outside bank funding, the funding company contributes more to your life insurance policy to give you greater potential for supplemental retirement income.
Proactive Health Management Program – This program is great for business owners who has 15 or more full time employees. This program encourages and rewards employees to take proactive steps to assess their health and lifestyle. There is no additional cost to the employees or the business owner.
Medicare / Healthcare – We have specialized agents in this industry
Recruiting and Training for those who want to build their own agency