Would You Like to Pull Back the Curtain on Whole Life Insurance Dividends?

In our new Report, "What You Need to Know About Whole Life Insurance Dividends" we reveal...

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    The painful truth about dividend interest rates
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    Why "total dividends paid" doesn't matter
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    A buried secret in state filings that reduces your dividend without changing the dividend interest rate

How Can We Help You?

Best Whole Life Policies for Creating Income (2015 Edition)
CNBC Likes Thinks Life Insurance Works for Reti rement Income?

Why Choose Us?

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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 to 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


1247 Lakewood Drive

Newark, NJ 07102, USA