A+ Rated: Service, Carriers & Customized Illustrations. Brian & Team Proudly Help Families Secure Financial Freedom Across the United States.

  • We Highly Recommend! Brian was friendly and explained an IUL to us when we inquired. He didn't pressure us and gave us the information we needed to make an informed decision. We looked at Brian's illustration that he designed and a couple others from other insurance reps. Brian's design smoked what the other reps offered, we are so happy that Brian helped secure a better future for us!

    Derek & Annie S.

    Ages 44 & 39

    Tampa, Florida

  • Brian is first class, he LISTENED to our needs and helped us create a solution for our needs. We were most interested in max-funding a policy in the first five years so we could become our own bank and lend to ourselves. Brian made it happen, I would HIGHLY RECOMMEND him to anyone looking for an IUL solution.

    Jim & Marie T.

    Ages 54 & 47

    Dallas, Texas

  • Brian is the BEST! We were looking for a 401k replacement. Brian showed us how an IUL could be a better option with the living /death benefits and market protection. Brian was patient with us as we were nervous he but gave us the confidence we needed to move forward. We plan to start an annuity with Brian in a few years.

    Anthony & Susan A.

    Ages 28 & 27

    Rochester Hills, Michigan

  • “We’re so glad we decided to get an Indexed Universal Life (IUL) policy. It gives us peace of mind knowing that we have both life insurance protection and the opportunity for growth. The best part is that the cash value is tied to the market, but we don’t have to worry about losing money in a downturn. It’s a win-win! We feel much more secure about our future, and it’s reassuring to know we have a safe way to build up income for retirement. It’s truly a smart decision for our family.”

    Tom & Mary

    Ages 51 & 45

    Michigan

  • Brian showed me the numbers and how to slowly sell-off some of my 401k to generate tax-free income when I plan to retire in 20 years. I talked to another insurance guy at my bank and he could only offer a generic plan. Brian customized a plan WITH ME and I'm very pleased with the outcome. Don't guess, just do it. Brian has your back!

    Amanda S.

    Age 50

    Milwaukee, Wisconsin