Life happens.
But it doesn’t have to wreck your finances.
We protect your health, your income, and you and your family's future.
The Financial Truth No One Teaches You
The two things we all rely on?
Our health—and our income.
When one changes, it always affects the other.
We help you protect both.
.jpg)
Protect Your Current and Future Income with Living Benefits
This is life insurance you don't have to die to use. It's not your grandma's policy.
As a fiduciary and a broker, we offer all-inclusive life insurance policies that include Living Benefits, also known as:
Critical Illness Riders
Chronic Illness Riders
Accelerated Benefits
What That Looks Like
→ Diagnosed with cancer, stroke, or another critical condition?
You can access your policy now. For treatment, for care, and for time off.
→ Can’t perform everyday tasks due to chronic illness or injury?
Your policy becomes income and peace of mind. A backup plan that’s already in place.
→ Still healthy?
Awesome. Your account's value grows tax-free.
No market risk, no fees, and real power.
Indexed Universal Life (IUL)
Looking for a plan that protects your health and builds wealth at the same time?
That’s what IUL does.
- Covers you now and later
- Helps replace income
- Supports your family
It’s not just a policy—it’s a plan.
"When I think of life insurance I think of a policy you have to die to use. Sherri told me about a policy that I don't have to die to use.
This policy not only could provide finances for my son in the event that I die, but also give me money if I become ill so that I can still provide for my son and could also be used as additional tax free retirement income!! Who wouldn't want something like this?!
Not only is it inexpensive it's priceless. Thank you Sherri for helping me not only protect myself, but my son and future as well."
We Only Work With Only A Rated Carriers Or Better
Because you deserve peace of mind that actually holds up when you need it.
Medicare BackOffice
Frequently Asked Questions
It’s a trusted resource we refer our clients to when it’s time to explore Medicare coverage.
They’re licensed experts who help you choose the best plan for your situation— at no cost to you.
Because we believe in staying laser-focused on what we do best: protecting your wealth and planning your future.
We partner with Medicare BackOffice so you get expert help from people who specialize in Medicare full-time.
Nope. Their guidance is completely free, just like our consultations.
Not even close.
You’ll work with a licensed, U.S.-based Medicare specialist who understands the ins and outs of plans in your area.
Absolutely. Whether you’re just starting Medicare or reviewing your current coverage, they can help you explore better options—especially during Open Enrollment.
Let’s Make Your Coverage Actually Cover Something
Comfortable, real conversation. No confusing jargon, just clear guidance and protection that fits your real life.
