FAITH. STRATEGY. Execution.
That’s how we build wealth that lasts generations.
Frequently
Asked Questions
Clear answers so you can move forward with confidence.
What services do you offer?
I provide life insurance planning, health insurance guidance, disability insurance, long-term care planning, retirement strategies, and mentorship for licensed life insurance agents.
Who do you work with?
I work with individuals, families, professionals, business owners, and licensed insurance agents who are serious about protecting income, building wealth, and creating long-term security.
What types of life insurance do you help with?
I help clients understand and choose between term, whole, and universal life insurance based on their goals and long-term plans.
How do I know how much coverage I need?
Coverage depends on your income, responsibilities, lifestyle, and future goals. During our consultation, I help you determine an amount that aligns with your needs.
Can you review an existing policy?
Yes. If you already have coverage, I can review your policy and help you understand how it fits into your overall strategy.
Do I need a medical exam to apply?
Not always. Some policies offer no-exam options depending on eligibility and coverage type.
How long does the application process take?
Timelines vary, but most applications are straightforward and I guide you through every step of the process.
Do you offer retirement planning?
Yes. I help clients explore retirement income strategies, including annuities and rollovers, designed to support long-term financial stability.
Do you manage investments directly?
I specialize in insurance and income protection strategies. When needed, I work alongside other financial professionals to support your overall plan.
Is the consultation really free?
Yes. Your initial consultation is complimentary and designed to provide clarity and direction.
What happens after I book a call?
You’ll receive a confirmation along with next steps so you’re prepared for our conversation.
Who is your mentorship for?
My mentorship programs are designed for licensed life insurance agents who want to grow, scale, and build a sustainable, purpose-driven business.
Do I have to change my contracts or agency to join the mentorship?
No. The mentorship focuses on systems, strategy, sales mastery, and leadership development.
Are trainings live or recorded?
You’ll have access to live sessions, on-demand trainings, and ongoing community support.
What if I’m not sure which service I need?
That’s perfectly okay. Book a call and we’ll walk through your goals together to determine the best next step.
Still have Questions?
