Financial Services

Life, Health, Home & Auto Insurance

Certain luxuries in life can become a liability if not taken care of. But knowing the right options of securing them gives way to a lifetime of security.

Enhanced Split Dollar

Enhanced Split Dollar is a pre-tax benefit strategy that uses employer contributions and bank leverage to triple premiums into your cash accumulation life insurance policy (IUL)

Premium-Financing-Rescue

Premium Financing Rescue

Premium Financing Rescue is a financial strategy that takes specific care of fixing the premium finance design. As a specialized area of expertise, premium financing alleviates the financial burden for business owners.

Kai-Zen

Protecting your earnings is essential, especially if you’re a highly compensated professional. You might think of going for traditional retirement plans, but they present a significant drawback

Annuities

Sometimes, pensions, IRAs, and social security don’t provide enough income to help you live the way you want during retirement. That’s where a fixed indexed annuity helps supplement your retirement income.

Supplement Retirement Income

Premium Financing Rescue is a financial strategy that takes specific care of fixing the premium finance design. As a specialized area of expertise, premium financing.

Income Protection

Just like car or home insurance, you can avail of income insurance, too, for ultimate protection. Life presents several unfortunate events.

Living Benefits

We believe that death benefits shouldn’t be the only thing you should consider. While you’re earning a handsome amount now, there’s no guarantee.

Mortgage Protection

Mortgage protection insurance is a type of term life insurance that pays off your mortgage in the event of your death. It functions like a standard term life policy.

College Funding

As the breadwinner of your family, you have desires to fulfill. One of the most common and essential ones is getting your kids through college.

Asset Protection

Asset protection is a set of legal techniques. It deals with common laws that protect the assets of individuals and business entities from civil money judgments.

Succession Planning

As a business owner, it’s almost unthinkable to think of someone else sitting on your dress. But in the long run, it becomes inevitable. And if it’s a case of salvaging

Buy/Sell

Life insurance helps protect a household from financial hurdles after the primary breadwinner dies, but there’s another thing to consider – insuring your business.

Key Person

As a small business, you realize the key persons who are vital to your company’s growth. Whether as an owner, co-founders, or another key person contributing

Partner Buyout

If you’re an entrepreneur, buying out your partner’s wealth isn’t on your agenda list. But sometimes, it becomes necessary, especially if you think about taking your business to newer heights.

Executive Bonuses

Companies need bonuses to thrive. Similarly, your employees love receiving rewards motivating them to perform even better.

Medicare

Life presents unusual circumstances. Critical illnesses or terminal diseases and injuries are a part of life but require a definite income security level.

Loans & Funding

Tedious bank loan processes can be too much to handle, especially if you have an urgent need. Whether you’re looking for personal funding or for your business.