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Frequently asked questions

What do you do?


We are an independent boutique financial service firm offering asset protection products and portfolio management services.




What is asset protection?


Asset protection is life insurance inforce as a living or death benefit to protect present and future assets such as income, home, investments, etc. from unforseen events.




What carriers are you partnered with?


We partner with 30 carriers such as Allianz, Mutual of Omaha, Cincinnati Life, Prudential, Assurity. If you would like to know more, please fill out a form here, and we will quote you from our entire list.




What is the process if I want insurance?


1. Fill out and submit quote form 2. Then you will be directed to call us, schedule a call or meeting to discuss quotes 3. After you agreed to the quote you will review all information on the application is accurate *please note payment will not be deducted until you sign final documents which is after you have been approved. 4. We will submit application to carrier for review 5. Depending on amount of coverage, age, and health you may be eligible for accelerated underwriting (instant approval) or traditional underwriting. 6. Once approved carrier will issue final documents for you to sign 7. Send back signed documents, first payment, and policy active.




Where do I go to fill out quote form?


Click Here




What is portfolio management?


Managing assets within a financial portfolio according to fundamental and/or technical analysis, risk, liquidity, market volatility, and timing to maximize returns and achieve financial goals.




What is an investor profile?


Investor profile is for individuals and businesses that are interested in having their financial portfolios managed. The outline will help us determine the client's risk appetite so we can construct a portfolio that is tailored to their needs.




How do I create a Investor Profile?


Click Here




What is Resources?


Resources is a page anyone could read up to date information about insurance, financial planning, etc. This is a way for us to assist in educating our viewers in the industry we serve.





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