Educational Guides

Generate guaranteed lifetime income with Fixed Annuities

How to Create your Own Personal Pension Plan

Utilize Life Insurance and take advantage of all the benefits

Social Security Planning Tips  TO MAXIMIZE YOUR PAYOUT

Tax Efficient Wealth transfer using Single Premium Life

Safe Money Snapshots ... a crash course into SAFE MONEY PLACES

SAFE MONEY PLACES EDUCATIONAL WEBSITE

We define a "Safe Money Place" as one where your principal is protected from loss as long as you follow the initial contractual guidelines, and if you do decide to take your money and walk away, you know UP-FRONT what leaving early will cost. 

USEFUL TOOLS AND RESOURCES