Financial literacy is more than buying a product and waiting for results — it’s a journey of conversations that put a strategy in place preparing you for every adventure to follow.

Talk to a licensed professional at no cost, who can build a plan around your needs.

Or, get free, unlimited access to our exclusive planning software Living Balance Sheet software for 14 days. No credit card required.

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Get free, unlimited access to our exclusive planning software Living Balance Sheet software for 14 days. No credit card required.

Understand how cash flow is moving - towards or away from financial stability. through your wealth building account overtime.

Or,

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We’ve been helping people restructure the hurdle between living modestly and living a life of financial luxury.

50

STATES

$6,695,893,929

PROTECTION IN FORCE

$1,620,775,807

ASSETS UNDER ADMINISTRATION

11,002²

CLIENTS

Note: All figures reflect policies and contracts of the primary servicing agency. ¹Reflects all in-force policies and contracts serviced by this agency as of 12/31/2021. ²Includes owners of in-force life, disability income, long-term care, policies as well as all securities accounts. ²Represents in force cash values for life insurance, and market values of all securities accounts (except investment sponsors that are not contracted with Albridge and investments that have not cleared through Pershing as of 12/31/2021). Market values of securities accounts are subject to significant changes due to market conditions. The values provided should not be used in making a determination on the quality of services provided by representatives of this agency. ⁴Represents Dividends paid in 2021 on Whole Life policies, excluding closed and surrendered policies. ⁵Represents all Life and Disability claims paid in 2021.

Understanding how your income is spent, what your assets and liabilities are, what your benefits coverage is, and how your cash flow is contributing (or not) to achieving your financial goals is key.

✓ Quarterly reviews for wealth confidence
✓ Transition from unconsciously spending to unconsciously saving
✓ 360° view of financial life on a personal website + app
We work with owners at all stages of their business life-cycle, from assisting the new business owner with a dependable financial foundation to ensuring effortless business succession for transition into retirement.

✓ Unlimited business valuations
✓ Revenue & tax efficiency
✓ Group & employee benefits
✓ Planning capital preservation
✓ Exit & succession planning
✓ Charitable Giving
✓ Executive Benefits
Our commitment to you is to provide a safe and educational space for every aspect of your life - because the truth is, they're all connected to your retirement outcome. Allow your money to grow through financial vehicles that help supplement income now and throughout retirement.

✓ Tax-advantaged, accessible funds + an income tax-free legacy to beneficiaries
✓ Not affected by government programs
✓ Can be transferred or pledged as collateral for a loan
✓ Remains insulated from market fluctuations
Build an investment portfolio that everyone talks about. You deserve a comprehensive, consulting approach. We provide a user-friendly platform experience with licensed financial advisors that build a trustworthy portfolio for you, so you can focus on living your life.

✓ Objective & flexible wealth management solutions
✓ Simplified technology for repeatable growth, management, and service modeling
✓ Team of professionals strategizing with you as your life changes
Physician planning is our specialty. We work with physicians at all stages to help ensure they are repaying loan debt efficiently, implementing wealth-building strategies, and protecting their future wealth for a life well-deserved.
✓ Loan Repayment Strategies
✓ New Income Budgeting & Optimizing
✓ Graduating Residency & Beyond
✓ Disability & Life Insurance
✓ Benefit Selections
✓ Revenue & Tax Efficiency