60 Second Quiz Tells You
"Is Life Insurance for Me?"

Could Life Insurance be a MAJOR part of your long-term financial success?

Discover in just 8 short questions whether you should consider using life insurance to help you arrive at your desired destination.

How Can We Help You?

Why Choose Us?

We are specialists on the topic of highly over-funded cash value life insurance as an asset class for your portfolio. Our methods are designed to protect your financial interests and help your portfolio remain market neutral. We are on a mission to pull back the curtain on this highly coveted strategy and assist our clients design and implement their very own plan.

The second part of our mission is to explore the "what-ifs?" inside the world of personal finance, and to help you build a stronger plan for the future. A plan that helps you maximize your total economic benefit given the resources you have at your disposal. We consult with people all over the country and we'd love the opportunity to assist you.

Frequently Asked Questions

Why Life Insurance?  Couldn't I Do Better?

What's the “Best” Policy to Use?

How Come Most "financial experts" Hate Life Insurance?

CNBC Likes Thinks Life Insurance Works for Reti rement Income?

Contact Us



1114 Hwy. 96, Ste C-1 #139

Kathleen, GA 31047


1247 Lakewood Drive

Newark, NJ 07102, USA