Huge savings. 10 minutes approval, day 1 coverage
Ever wondered how to make your money work harder than you do? That’s where I come in!
We specialize in helping entrepreneurs build robust passive income streams through strategic life insurance, financial planning, investment management, and retirement services. Virtually everywhere across the U.S., we make sure your financial peace of mind is just a click away.
My journey to the world of finance was anything but conventional. I spent three rewarding years as a mechanic. Performing various repairs, from structural welding and fabrication to big rig diesel.
This hands-on experience instilled in me the importance of hard work, precision, and perseverance. Prior to that, I spent three years in the hospitality industry, where I developed valuable customer service and management skills.
When not crunching numbers, my wife and I are all about balancing work with fun, and I believe your financial planning should be no different.
So, are you ready to turn your financial dreams into reality—and have a bit of fun along the way?
Together, we can craft a financial strategy that’s as unique and dynamic as you are.
100% digital when you apply for $2M in coverage or less
Yes, of course. If, for whatever reason, you’re not completely happy with your policy, cancel in the first 30 days and get a full refund. After that, you can cancel any time without any cancellation fees.
More options, ensuring a better fit for your needs and budget. Shop all 60 carriers without spending days or weeks searching for the right plan. By providing unbiased advice *since we aren't tied to one company, potentially saving you money by comparing competitive pricing. We tailor coverage to include specific features you need and bring expertise and guidance to help you make informed decisions. We also offer claims assistance, ongoing service to adjust policies as your needs change, and access to specialized products that might not be available through single carriers.
Yep! No needles, no p-p in the mail, no paperwork for you. For anything under $2M that is. If you need more, we will schedule the home visit
You will be assigned a personal advisor. White gloves all the way!
We are independent broker! Which means we're not tied to any single insurance company. This allows us to work with 6+ top A-rated carriers to find the best policy tailored to your unique needs. Our goal is to provide you with unbiased advice and the most competitive options available in the market.
1. There’s more than one type of coverage
2. It has a cash value that grows with compound interest
3. #2 is Tax-free
4. Premiums don’t increase
5. Pay for long term care expenses
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David Doe
Simple Company
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David Doe
Simple Company
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David Doe
Simple Company
Get In Touch
Assistance Hours
Mon – Sat 9:00am – 8:00pm
Sunday – CLOSED
Phone Number:
(209) 710-7863