We have a design that is personal, private, and confidential with no public record or government reporting.
You receive market-driven, tax-deferred growth while capturing earnings annually. All while not being subjected to Market Risk or Loss.
Income Tax Free Retirement Cash Flow (when contract held until mortality) and income tax free survivor benefits.
Karla started a mortgage brokerage at 20 years old and grew into dozens of employees providing financial services. Since then she has provided corporate finance, training and consulting for companies of all sizes and life cycles from startup to exit.
Kevin served as an Instructor Pilot in the United States Air Force for 21 years. Since then he has provided training and technical services for companies from solopreneurs to corporations.
Please contact us if you cannot find an answer to your question.
We believe most people share the same fundamental financial objectives. Our clients want strategies which allow them to grow, protect, and distribute assets during all phases of life. They want the peace of mind that they are protected from unforeseen events that may erode their accumulated wealth and detract from the current and future quality of life.
We understand that your business is often your greatest asset and your greatest wealth opportunity. We help Managing Owners develop and implement strategies to harness the earnings power of their business to create personal wealth outside of the business.
Exit Planning is a vital part of realizing the maximum reward for a life's work. This planning must be done well in advance of projected retirement to enhance the Marketability of the Business.
Fill out the form with any questions you have about finding the coverage that's right for you!
Oklahoma City, Oklahoma, United States
Monday - Friday: 9am - 6pm
Saturday - Sunday: Closed