TAKE THE ROAD LESS TRAVELED.
BE DIFFERENT. BE DIVERGENT.
We are not for most financial professionals.
We are for financial professionals that believe in the importance of protection that annuities and life insurance provide retirees and pre-retirees.
Who Are Some Of Our Ideal Clients?
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Prefer a more personal business relationship from a boutique organization, not a company part of a corporation or with thousands of contracted agents
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Are financial professionals that serve the pre-retiree & retiree population with a focus on solving their retirement income needs
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Believe in the value of protection and guaranteed income that annuities and life insurance can provide
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Operate Holistic financial practices that try to reduce client’s overall risk from market corrections using annuities, life insurance, and other risk mitigation vehicles or strategies
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Want their marketing organization to provide them with back-office support and provide access to successful marketing strategies
We serve and focus on partnerships with select agents and advisors that put the client’s interests first, above everything else. By working with us, we will develop a deep relationship with you and help you grow and preserve your practice, allowing you to better serve your clients.
We are dedicated to developing transformational relationships, not transactional ones.