LIFE INSURANCE & MORTGAGE PROTECTION
Will your loved ones be left with the bill? Ensure your funeral and final expenses don’t become a burden—do you have a plan? What Happens to Your Home if the Unexpected Happens? Protect your family from losing their home if you get sick, can't work, or death—are you covered?
DEBT ELIMINATION
What if we could show you how to eliminate all debt, including mortgages and student loans, in under 9 years or less without spending any more money than you do today? Our advisors understand the power of leveraging money to guarantee a better financial future.
ESTATE PLANNING
If you were suddenly incapacitated, do you have the necessary documents in place to relieve your loved ones of the liability of managing your day-to-day affairs? How about accessing your money to pay recurring bills while you are unable to care for yourself?
GUARANTEED RETIREMENT
Are you confident your retirement income will last as long as you do? What if the market dips—will your lifestyle suffer? Guaranteed retirement solutions provide stable, predictable income so you can enjoy peace of mind, no matter what the economy does.
LONG TERM CARE
If you couldn’t care for yourself tomorrow, who would step in—and how would they pay for it? Long-term care planning ensures you're not a financial burden to your loved ones while giving you access to quality support when you need it most.
LEGACY CREATION
Do you know the difference between a will and a trust? One will guarantee your family goes through probate, which can cost up to 12% of an estate. The other avoids probate entirely. Take some time to plan for your legacy.
ABOUT OUR COMPANY
FINANCIAL PROFESSIONALS WHO WORK FOR YOU
We and our partners believe in doing what’s right to help American families overcome debt, safeguard their assets, protect their businesses, plan for a guaranteed retirement they enjoy and avoid needing to liquidate assets or legacy to pay for expensive medical bills.
By teaching a Foundational Planning approach, we equip clients with tools and information they need to put guaranteed solutions in place.
Our education-based approach results in more individuals and families learning the strategies they need to secure their legacies and build generational wealth.
WHY PARTNER WITH US
EDUCATION-BASED
We believe in empowering our clients by educating them on the strategies and tools available to them – at no cost and with no obligation.
PROFESSIONAL AND ACCESSIBLE
You don’t need $250,000 to work with us. In fact, most of our clients are beginner investors, looking for new tools to grow — and maintain — their wealth.
HOLISTIC APPROACH
We strive to build long-lasting relationships with our clients as well as seek to understand their unique needs and goals before suggesting investment strategies.
HONEST AND RELATABLE
When you work with our team, you’re treated as as family. You’ll always receive honest feedback and quick communication.
WE ARE EXPERTS
WHY CLIENTS CHOOSE TO WORK WITH US
Our education-focused approach is why clients repeatedly choose to work with us and refer their friends, co-workers, and loved ones to our network of financial partners. With the promise to only promote the right products for the right reasons, we pride ourselves on always providing the best approach for understanding investment solutions and how they can benefit those we work with. Get in touch to learn more.
Ruby H. - CA
"The previous agent showed me something that was thrice as expensive as what Mak showed me. I was so turned off by the previous agent, but I decided to give it one more shot and I'm glad I did. Mak got me approved and covered the same day we spoke on the phone."
Carter Q. - VA
"Mak provided us with a comprehensive mortgage protection plan that ensures we get all of our money back if the policy isn’t used. In addition, he helped us secure a final expense policy for my mother, giving our family peace of mind and financial relief during a difficult time."
Jenny P. - MI
"I've met with 6 other agents and none of them were able to get me insured. Thankfully Mak called, because I was able to get qualified immediately! Since Mak works with many companies, I was able to get something for my family."
Ricardo Z. - TX
"Mak was the nicest and most professional agent I've dealt with while shopping for insurance. I was initially nervous about buying insurance over the phone, but Mak made it so easy for me to get insurance to protect my kids."
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