About the Author

Steve Gibbs is a seasoned entrepreneurial lawyer and life insurance expert. As the founder and CEO of Insurance and Estate Strategies LLC, Steve’s mission is to educate and empower individuals to take control of their financial futures. Steve has helped countless individuals and families achieve financial independence through his practical guidance and innovative strategies.

“If traditional financial advice actually worked, why are so few people truly wealthy?”

Hi, we’re Jason Kenyon and Steve Gibbs, the co-founders of Insurance and Estate Strategies LLC.

We each began our careers as estate planning attorneys and discovered through years of working with clients that one financial tool consistently stands out for its ability to protect, build, and preserve wealth—properly structured whole life insurance.

That realization led to the creation of our new book, “Whole Life Insurance: The Ultimate Asset™.” It’s a comprehensive guide to understanding and using whole life insurance to create a more secure financial future for yourself and your loved ones.

Through personal experiences and professional insight, we’ve developed strategies that have helped clients across the country leverage whole life insurance to create multi-generational wealth, achieve financial freedom, and safeguard their legacies.

Here’s What You’ll Learn in This Free Guide

• How Whole Life Insurance Provides Predictable, Guaranteed Growth: Learn how your money grows tax-deferred and continues to work for you over the long term, even as you access its benefits.
• The Power of Compound Interest: Discover the exponential growth potential of compound interest and how it amplifies your wealth when applied to whole life.
• Building Flexibility and Liquidity: We’ll show you how whole life can serve as a source of liquid cash to fund business opportunities, large purchases, or personal needs—all while your cash value continues to grow.
• Creating a Financial Legacy: Find out how you can use whole life to pass on wealth to future generations in a tax-efficient and legally protected manner.

Why This Book Can Change Your Financial Future

Within these pages, you’ll explore the powerful features of whole life insurance, from tax-free growth and guaranteed death benefits to its flexibility and living benefits. We also provide real-life case studies to show you how families, business owners, and individuals have used whole life as a cornerstone of their financial planning.

This Book is Perfect For You If:

• Business owners looking to create tax-efficient succession plans
• Parents wanting to build legacy wealth for their children
• Professionals seeking alternatives to market-based retirement plans
• Anyone concerned about protecting assets from market volatility
• Individuals looking for strategic tax advantages

This Book Might Not Be For You If:

• You’re firmly committed to the ‘buy term and invest the difference’ approach and aren’t interested in exploring additional financial strategies
• You prefer to delegate all financial decisions to Wall Street advisors without understanding how your money works
• You’re completely satisfied with traditional retirement vehicles like 401(k)s and IRAs as your only wealth-building tools
• You’re not interested in creating multi-generational wealth or passing financial wisdom to your family

What Sets This Book Apart

Unlike typical financial advice that focuses solely on market investments, our approach reveals the “hidden” financial asset and strategies that wealthy families have used for generations. We show you exactly how to implement these concepts yourself, with clear examples and actionable steps

What Clients Love About Our Approach

–>Expert Knowledge Without Pressure

“My agent was great. Very polite and knowledgeable. He helped walk me through the process and never pressured me about anything.”

–>Complex Concepts Made Simple

“Throughout the process, they took the time to explain complex insurance concepts in terms I could understand. Their knowledge helped me make an informed decision.”

–>Above-and-Beyond Service

“I originally asked for one illustration and received three. Nothing was rushed. Nothing was forced. Nothing was cookie cutter.”

–>Responsive Communication

“Whenever I have a question or concern, they routinely get back to me quickly. They communicate in a relaxed manner while patiently addressing each of my questions.”

–>Honest, Independent Advice

“When my agent followed up and I told them I had chosen someone else, they politely asked to review the other illustration and gave their honest review. After that, we decided to go with them and couldn’t be happier.”

–>Long-Term Relationship Building

“They didn’t just sell us a policy—they brought us into their trusted family of resources, advice and guidance. I wish I knew them 20 years ago.”

Join Thousands of Others: Join over 10,000 people who have already discovered the power of properly structured whole life insurance through our guides. You can join those building generational wealth outside the volatile stock market. Download your free copy today and take the first step toward financial clarity and control.