Our Whole Life Specialists Are Appointed with
Multiple Companies
Company Chosen and Case Design Carefully Selected to Custom Fit YOU
Carrier Agnostic which means we choose the best company for your strategy, not just the best we can do from the only company we represent
Why Should YOU Consider Whole Life?
More About Why Smart Minds Use Whole Life
About Us
Our Whole Life Specialists have been carefully vetted for consumer best interest, industry knowledge, and practical application to each client. We want to see how Certainty-Based Whole Life Insurance planning might look for your situation?
How is Whole Life Used?
The smartest, wealthiest people I know use whole life insurance in a number of ways. Usually the money is doing 3-4 jobs all at once
Unbroken Compounding
Money left alone can compound. If you spend and replace, it never gets a chance to grow. The power comes when you are earning interest on your interest, If you need access to money, use your compounding account as collateral, the net effect is very powerful.
Legacy
Legacy means different things to different people. For some, it's a chance to be remembered after you are gone. For others, it's making lives better for those that come after you. Sometimes that is seed money for your grandkids home down-payments, or college funding, or seed money to start a business.
Protection of Cash Flow
At it's core, life insurance is meant to replace income for someone who dies too soon. It is meant to keep the family whole until the insureds retirement date. Rest easy knowing your family can continue to function without losing their other parent to the workforce.
Stability of Portfolio
Once you understand the Hierarchy of Risk, you can more quickly make investment and financial decisions. Usually Whole Life insurance is the foundation of a stable portfolio, which provides confidence when you want to speculate.
Cash Storage
Putting "Lazy Money" to work in a Whole Life policy enhances returns in other investments such as Real Estate. This can increase cash on cash returns and allow you to purchase properties you might otherwise pass on.
Family Banking
Create a pool of capital for your family to access for auto loans, college funding, business acquisition, and keep the interest rate arbitrage that makes banks rich. Forget applying for loans, just make a phone call, you are approved.
Why Choose Us?
Carrier Agnostic which means we choose the best company for your strategy, not just the one the other guy is employed by.
24/7 Support
Award Winner
100% Secure
Mutual Help
Our Experience
Our agents come from all walks of life, but are tied together with a common love of the power of Whole Life as financial tool. Here are some of their favorite aspects of Whole Life Insurance:
Tax Minimization
70 %
Income Preservation
90 %
Asset Growth & Protection
80 %
Are you ready
to talk to an expert?
Testimonial
Don’t take our word for it, hear what our happy clients have to say
⭐⭐⭐⭐⭐
I have never met someone who sees realty the way Lisa does. She has a way of seeing and understanding the constraints of a situation...and it leads to some of the most unique and beautiful solutions I have seen
Patrick Oliver
Planner
⭐⭐⭐⭐⭐
Lisa is a superb human being to work with. She exemplifies integrity...She does an amazing job thinking through and and explaining complex topics...If you ever have the opportunity to work with Lisa, you should not pass it up!
Robbie LeBourveau
Accountant
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Get In Touch
Email
Address
Office: 4001 S 700 E
Suite 530
Salt Lake City, UT 84107
Assistance Hours
- Mon - Sat
- -
- Sunday
- Closed
Phone Number:
TOLL FREE- 855 4WHOLE LIFE
