My aha moment was during a review of my previous life insurance product. The disappointment I felt after discovering that the current product was not what I believed it to be and that being on the back side of 55 if I was still insurable. Thankfully I was, and was able roll into a paid up whole life product with minimal tax consequence. Now I believe we are on the right track!
First I want to say thank you. For the first time in my life I feel like I am going in the direction that I should be headed. For the first time, I have a plan that creates value, puts my mind at ease, and most of all protects my family and its future. I Continue Reading
Michael and his team have been so helpful in helping me choose long term leagacy wealth building . Having the confidence that my family is taken care was a priority and Michael made that a reality for us. Thank you for your hardwork and the caring attitude you and your team have shown to help Continue Reading