There is no substitute for experience – Over 20 years of financial experience and expertise.
Why Work With Us
We utilize strategies that include:
Time-Committed Solution
– Provides the Best-of-Both Worlds, Safety & Growth. Allows your dollar to share in the growth when the market is winning, & also enjoy protection from fees, & losses when the market is losing.
Progressive Business Model
— Utilizing an Income Model Vs. a Growth Model preserves your principle and provides predictable income beneficial to sustain.
Infinite Banking Concept
— Provides Freedom, Flexibility, Tax Advantages in growing & accessing your dollar. Gives every dollar a min of 2 jobs, allowing it to accomplish multiple goals simultaneously. These include the Elimination of Mortgage(s), Student Loan(s), & ALL Debt, While Simultaneous Earning Guaranteed Growth & Uninterrupted Compound Interest, Dividends, & Tax-Advantage on your money. Most Americans are unaware that Create Your Own Bank has existed for over 100 years and has served some of the most common household names in history. Those include: JC Penney, Used funds from his infinite banking concept to make payroll during the Great Depression Years, a time when over 9,000 traditional banks failed; Ray Kroc, founder of McDonald’s, used his infinite banking concept to Expand McDonald’s; and Walt Disney, founder of Disney Land, used his bank to Build the Walt Disney Park.
Detailed Services
• Insurance
• Conservative investments
• Retirement
• Income-Generating Solutions
• Debt Elimination
• Estate Planning
• Long Term Care
• Infinite Banking Concept
Certifications and Licenses
• Series 65
• Long Term Care
• Million Dollar Round Table (MDRT®)
• MDRT® Honor Roll
• MDRT® Qualifying Life Member
• NAIFA (National Association of Insurance and Financial Advisor) Member
• Better Business Bureau,
Complaint-Free, A+ Rated
• Minority Business Enterprise (MBE) by Cook County Government and the City of Chicago
Experience
• 700 + Clients
• 21 + years in business
• Qualifying & Life Member MDRT®
• Top of the Table- 1 year
• Honor Roll & Top Of The Table – 4 Years



