Welcome to
Covered & Compounding
Building Generational Wealth with the Foundational Asset one client at a time
Where protection meets wealth building.
Our Mission
At Covered & Compounding, we believe that a life policy is more than just protection; it’s an essential tool to build generational wealth and secure your financial future. Our goal is to empower individuals and families to take control of their financial well-being with comprehensive products.
Protect and Build
Why Choose Covered and Compounding?
Jeffrey needed a better way to build for retirement than his old 401k were giving him. We set Jeffrey with a Appreciation focused Annuity with Athene. He got an additional $20,000+ bonus on his roll over. Way to go Jeff!
Lloyd was looking for a better way to save for retirement and get into real estate investing. He turned to us to set up a maximized Indexed Universal Life policy with Allianz. He can now build his capital base to take on R.E. investing and save for a tax free retirement. Lets go Lloyd!
Derly came to us with less than spectacular returns in his investment account with his financial advisor. He wanted upside potential without risk of his portfolio crashing. We set him up with a flexible premium annuity with American Equity as well as Indexed Universal Life policies with Mutual of Omaha for him and his wife. Go get 'em Derly!
Maria runs a family business in Real Estate. She had a Indexed Universal Life policy that was not properly designed for Cash Value. When we showed her how a policy is supposed to be constructed, she immediately latched on and got one for herself and her kids. Now she's loading up her Cash Value and using her policy in her business! Superb job Maria!
We EMPOWER OUR CLIENTS
Why Choose Us?
- Expert Guidance: Led by Joseph Gutierrez, a life insurance broker with a passion for financial empowerment and years of experience.
- Tailored Solutions: Whether you're looking for mortgage protection, wealth accumulation, or retirement planning, we’ve got you covered.
- Comprehensive Services: Access to over 20 carriers ensures the perfect plan for your unique needs.