Providing Life Insurance Benefits While You’re Living & Tax-Free Savings with Double Digit Growth.

We do more than Life Insurance with Living Benefits; our products allow families to pass down businesses, land, and wealth by leveraging tax-free strategies. Including protection against inflation and rising taxes.

Our Services

  • Life Insurance has evolved to what’s referred to as “New” Life Insurance that provides benefits while you’re alive. And income and protection to your family when they need it most.

  • 401ks make saving easy, but most people have not thought about the taxes upon withdrawal or the stock market risk that could lead to a loss of contributions. There are other safe options that are Tax-Free and protect your contributions.

  • Most parents and grandparents want to leave a legacy but may not think about how easy it can be with life insurance, or managing risk from lawsuits, bankruptcies, or even taxes. We can help make it easy.

  • Imagine making your baby or grandchild a Tax-Free millionaire by age 40 or having a flexible college savings plan that does not count toward FASA and can even be used for them to buy a house. It’s simple, and we can show you how.

  • If you own a business, you’re in luck; we can show you how to save for your retirement while writing off your contributions on your taxes (lower your tax rate) and how to withdraw the money tax-free. It’s a win, win!

  • Did you know part of Nick Saba’s (the University of Alabama Football Coach) compensation was in Life Insurance and many other Fortune 500 Executives? We use that same strategy for your key employees, for both small and large businesses.

  • We make rolling over your 401k easy; if you had a recent job change or have a 401k from a previous company that was not rolled over, we can help.

Preparing for the future during a time of uncertainty.

Our goal is to show you how life insurance can provide tax-free benefits while you’re living and be used as a risk management tool to protect you from today’s high inflation and future tax increases. So you can worry less and create memories.

Let’s Talk

We would love to discuss your insurance and planning to protect you from today’s high inflation and future tax increases.