Privacy Policy

We respect your privacy and are strict with personal information gathered during consultations.

Purpose of obtaining personal information

When one of our brokers contacts you, they will ask for information to get an understanding of where you are now financially and look to provide untapped strategies to help you achieve your financial goals. Any financial & medical information discussed is confidential, and those details will be obtained in person, by phone, or via Zoom meetings. Information gathered would only be used within an application for services or products.

Your information will not be sold by us to any third party.

Regulatory authority

Licensed by the Department of Insurance within each state for Life Insurance & Annuities.

*We do not sell variable products. We are not accountants, CPAs, or attorneys, but we do provide referrals to reputable & reliable companies.*