Tired of Wasting Time
Searching for the Right Answer? 

Time Is Money:  Hire Us to Save Both.

Here Are Two Ways We Can 
Save You Time and Money...

Want Us to Help You Buy a 
Life Insurance Policy?

After more than 30 years of combined experience in the life insurance industry as life insurance brokers, we've narrowed our focus to participating whole life and indexed universal life insurance.  We help our clients design and implement cash value life insurance to their specifications. 

Many of our clients choose to focus on maximum cash accumulation within their policies. 

We work with clients from all over the United States who have an annual budget of  $10,000 or more for their life insurance premium.

Get started by clicking right here.

We'll Review the Policy You're Considering
or the Policy You Already Own.

A second opinion buys you peace-of-mind. That's especially true when buying life insurance. Whole Life policy illustrations and Indexed Universal Life illustrations are difficult to understand.

Maybe you've received an illustration for a new policy but you're not sure if it will produce the results you're looking for? Will this policy accomplish your goals?

Or, maybe you bought a policy and you're not sure that it's setup to deliver your desired outcome?

For the last few years we've offered our policy review service privately to people who asked for it. Now, it's available to you.

You have the opportunity to leverage our combined experience of over 30 years designing life insurance policies that maximize benefits to policyholders. We've saved people hours of aggravation chasing down information and thousands of dollars over the life of their policy. 

Click here to have us review your policy

Here's what you get...

  • A one-on-one phone call with us to ask all the questions you want about your policy and desired outcome for it.
  • Peace of mind knowing that your policy will have the best chance of meeting your goals.
  • The knowledge you need to understand how your policy will work so that you can move forward with confidence.