Jeffrey needed a better way to build for retirement than his old 401k was giving him. His current retirement accounts tracked sideways for years! We set Jeffrey with an Accumulation focused Annuity with Athene. He got an additional $20% bonus on his roll over and is getting exceptional market mirroring returns with 150-250% participation rate multipliers! His annuity has enhanced liquidity and custom high performing index fund allocations. Way to go Jeff!

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. Especially with this particular annuity, he can now contribute and grow his tax deferred wealth however often he wants. 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. It was an expensive policy with $0 of accessible cash value for 3 years! When we showed her how a policy is supposed to be constructed, she immediately latched on and got an Allianz Indexed Universal Life for herself and her kids. Now she's loading up her Cash Value and using her policy in her business! Superb job Maria!

Cory was looking for a safe place to grow his capital while building his trucking business. Dissatisfied with getting no return with his normal bank account, he found Infinite Banking. With an optimally designed Penn Mutual Whole Life policy, he's now getting paid dividends in the 6% range, compounding tax free year after year. His policy includes an Overloan Protection rider and strong Cash Value growth so he can draw from his cash value as a part his tax free retirement strategy. Not to mention optimized IULs for his wife and kids! Lets go Cory!