In the world of retirement planning, life insurance, and investing there are two different schools of thought, and they are completely at odds.  However, no matter what anyone says, it all boils down to this.  Are you willing to risk your client's retirement money, or aren't you?  Most will make the argument of risk vs reward, risk is necessary, etc.  However, what if I could show you how to participate in 100% of the upside of the stock market, with none of the downside?  Read further to discover how we take risk OFF the table, while still making great gains.  Yes, have your cake and eat it too!

​Often times in business, principles will insure the lives of key people in their company to cover the expense of replacing a person upon death.  Many times these face amounts are in the millions of dollars, with hundreds or even thousands being doled out monthly to cover the premiums.

When working with those planning financial retirements one question keeps coming up. Should I consolidate all my accounts or keep them separate? Chances are that you have several different types of retirement accounts from different companies you've worked for along the way. This is not necessarily a bad thing but can be frustrating to try and keep track of.

Health insurance costs have become way too expensive today, and an estimated 86% of insured never meet their annual deductibles, while paying through the nose for health insurance premiums.  We offer a simple solution that our founder, Jeff Sokol, has personally used (and still uses today), to replace health insurance with better coverage, for less than half the cost.  This plan, individually placed and shared with each employee, will save your company thousands of dollars annually. ​