Resources

THE BANK ON YOURSELF REVOLUTION

Become a team member of The Bank on Yourself Revolution: Fire your banker, bypass wall street, and take control of your own financial future. Get Your safe Wealth Building Guide and a Free chapter of The Bank on Yourself Revolution.

Plus learn the shocking truth about 401(k)s, how to pay for college without going broke, and a proven wealth building strategy that has never had a losing year for more than 160 years.

In your Free Wealth Building Guide, you’ll learn 5 simple steps to bypass Wall-Street, beat the banks at their own game, and take control of your financial future!

Get instant access to this eye-opening Report by clicking Here!

LIFETIME INCOME

If you’ve ever worried about running out of money in retirement, you’re not alone. The #1 retirement fear of Americans is running out of money, and 50% of us share that fear.

There’s good reason to be afraid of that because the average 65-year-old will outlive his or her savings by almost a decade, according to the World Economic Forum.

It wasn’t all that long ago that we didn’t need to worry about this. Most people could count on a company pension that ensured them a paycheck for life – no matter what the market did or how long they lived.

Not anymore… guaranteed pensions have pretty much gone the way of the dodo bird, and today most of us are left to figure it out for ourselves using 401(k)s, IRAs and similar plans.

Get your Consumer Guide to a Guaranteed Lifetime Income Here!

RETIREMENT/401K Review

If you feel sick watching your 401(k)/403(b)/IRA/Roth IRA accounts dwindle away; I have good news. There's a way to make up your investment losses, never go backward again, and retire with more income than you would've had before the market crash! Plus, that income is guaranteed to last as long as you do. Don't let your retirement dreams turn into a nightmare – Once you make an appointment for your one-on-one, you will get a 30-minute retirement checkup call, a Free copy of Rescue Your Retirement, and a 1- hour conference call to complete your Return to Life Analysis customized report- a $200 value for $50 for a limited time.

ESTATE PLANNING

Did you realize that your heirs will have to make a minimum of 125 decisions within 24 hours of your passing?

RELIASHIELD

The Smart, Affordable Solution To Identity Theft Protection 

You may already be a victim of identity theft and not know it.

Free coverage for kids!

College-Funding Advice

The Smart, Affordable Solution To College Funding

We recognize the challenge of high college costs and student debt. Our software streamlines the financial aid process and connects students with schools offering substantial aid, aiming for debt-free graduations and financially healthier futures. Learn more by clicking below.

MORTGAGE

Get Your FREE: Is Your Home an Asset or Liability Report?

Home & AUTO INSURANCE

HEALTH MATCHING ACCOUNT 

HMA® Is Your Health Care Cost Solution

We want to help people enjoy life by offering an affordable solution to sustaining good health without sacrificing quality of care.

With HMA® product, we pay for your medical costs that health insurance or Medicare will not, and you can save 50% and more on your out-of-pocket dental expenses!

Schedule an appointment to learn more from one of our associates!

HEALTH SAVINGS ACCOUNT 

Better Benefits for You.

An HSA is your financial ally, allowing you to save pre-tax dollars for health expenses, which grow tax-free. It's a smart way to ensure your health and financial well-being are in harmony, giving you control over your medical expenses without derailing your financial plans.

Additionally, the HSA offers unmatched flexibility for your retirement years. After 65, use the funds for any purpose, blending health security with financial freedom. It's a pivotal step towards a worry-free retirement, making the HSA an essential component of your financial strategy.

Learn more 

 PET HEALTH MATCHING ACCOUNT

PHMA® Is Your Pet Care Cost Solution

Pet Health Care Costs are spiraling out of control: What can you do to protect yourself and your pet?

Our Pet Health Matching Account (PHMA®) helps pet owners to offset the growing burden of pet healthcare-related expenses.

Learn what can be done to help pet owners navigate the perilous road of unforeseen pet medical expenses?

Schedule an appointment and learn how you can save 50% on your out of pocket pet health care costs with one of our associates!

 SAVE ON YOUR PRESCRIPTION 

Save on Prescription Medications - Using Trusted Sources

CLICK ICON ABOVE TO FIND A LIST OF AVAILABLE PRESCRIPTIONS 

If a drug or drugs aren't available or don't meet your price point, click the link below and send us your prescription and let our team work to see if we can get you a better price.

LIFE INSURANCE

In January 2021, just 52% of consumers reported owning life insurance which is down from 63% in 2011.

• Overall there are 102 million uninsured and underinsured Americans who know they need (or need more) life insurance coverage. 
•  Forty-two percent of Americans say their household would face    financial hardship within six months should a wage earner die        unexpectedly — 25% would struggle financially within a month.

NO MEDICAL LIFE INSURANCE

Get insurance with no medical exams or blood tests, just a few health questions online. Get same-day coverage on affordable policies from our trusted carriers in minutes.

MEDICARE

Are You Turning 65 or Over 65

We can help you get the coverage you can afford and the service you deserve. We provide these services at no cost to seniors aged 65 and over. We are YOUR Enrollment Specialist for questions and competitive quotes!

Looking to change your plan? Just turning age 65? Please contact us. Our team will answer your questions and guide you through the application process with ease. Get your Free copy of Understanding Medicare.

Medicare.gov 

ANNUITY REVIEW

Is Your Annuity Where it Needs to be? One way to find out is to let us help you with an annual annuity review to see if your annuity is right for you now.

Click to learn about: The Secret to Being Financially Stress-Free

HealthPrex

BENEFITS YOUR EMPLOYEES ACTUALLY WANT.
A PRICE YOU CAN AFFORD.
Need help attracting/retaining employees?
Want to reward them with benefits without breaking the bank?
Great for full-time, part-time, or seasonal employees.

Dental/Vision

Healthcare

Individual Funeral & Cremation Plans - US & Latin America

We provide a comprehensive plan that helps reduce the emotional burden and control the cost of funeral services by offering emotional, logistical, and financial support in the event of death.