Life Insurance Reviews

If you’re interested in a Trust, we’ve put together a brand new program to help people create a trust to protect their nest egg, family and legacy, for less than you’d pay a lawyer, and with more long term benefits. 

One of our experts will walk you through this program and guide you in creating the trust in a fraction of the time that it would take a traditional lawyer to do the same thing. 

Consider this comparison:  

In addition, our 1:1 process is designed to get better acquainted with you, your family and your goals (by looking at your family tree) in order to help you be more intentional in helping you design your trust plan. 

Hint: Most lawyers don’t take the time to do this effectively if at all! 

You’ll receive actual coaching guidance through the entire process (vs traditional lawyers who all too often just talk at you and try to justify their fees).  

If you don’t like the results of this process or aren’t happy with your trust, within 30 days will refund your trust preparation fee of $1,950. 

If you want to hear more about how this program works or get started in obtaining your state specific, customized trust, just complete this short registration and a Pro Client Guide will reach out to you.