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Life Insurance

What is a 770 or 7702 Plan?

How do these plans work for you? Although they have evolved into incredibly powerful and feature-rich products, these plans have actually been around since early Roman times! A lot has changed since then and many of the “rich and powerful” have used these plans for themselves. People like Walt Disney, J.C. Penney, U.S. Presidents, and companies you may have heard of used them to help build their empires! McDonald’s, Stanford University, The Pampered Chef, Foster Farms and more have all used “Safer Money” plans

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It’s NOT rocket science or super-secret magic. BUT, in order to achieve MAXIMUM results, your Safer Money plan must be structured properly! There are less than 500 trained professional, licensed agents in the USA that know HOW to set up these plans!

This is the BEST retirement plan you've NEVER heard of...

Insurance transfers the financial risk of life’s events to an insurance company. A reliable insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance and life insurance1.

We’re dedicated to serving the life insurance, disability and long-term care needs of our clients. Our goal is to provide you with outstanding personal service and customized solutions.

Whether your need is life insurance for income replacement, retirement supplement or estate planning… disability insurance… or long-term care, we’re ready to find the right solution for you.

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1Guarantees are backed by the financial strength and claims paying ability of the issuing company.