What Happens in This Session:

STEP 1: Assessment

We'll identify your protection gaps and discuss what happens to your family and business if something happens to you.

STEP 2: Strategy Design

We'll explore how to use life insurance as a living wealth tool—for tax-advantaged growth, supplemental retirement, your personal bank, estate planning, personal and business funding, income protection, asset protection.

STEP 3: Implementation

We'll complete your application to see if you qualify for coverage and get your strategy in motion.

You'll Walk Away With:

✓ A clear protection and wealth strategy tailored to your goals

✓ Coverage in place (if you qualify)

✓ Knowledge of how to leverage your policy for living wealth—not just a death benefit

✓ Strategies the wealthy use that most people never learn

This isn't just about "getting covered." It's about creating financial power and freedom while you're alive—and building wealth that lasts for generations.

What to Bring:

• Basic health history information

• Details about your financial goals

• Any questions you have about life insurance or wealth strategies

Investment Structure:

Your investment for this session is your first month's life insurance premium. The premium amount is customized based on your coverage needs, age, and health profile.

This means you're not paying a separate consulting fee. You're investing directly into your protection and wealth-building strategy while receiving expert guidance on how to leverage it for maximum impact.

Coverage is subject to underwriting approval.

After Booking:

You'll receive a confirmation email with:

• Online meeting link (or phone option if you prefer)

Ready to Protect and Leverage Your Wealth?

I'm looking forward to meeting you and showing you how to use wealth strategies most people never learn.

Book your session below.