Navigate Your Future 
Protect Your Dreams 

Let's face it, we all need money when it matters most! 

Popular Powerful Benefits

Benefits for Employers 

Elevate your business by offering benefits whether you are a Solo Entrepreneurs or a Large Company.

Individuals, Families & Policy Holders

Where will the money come from when major life events happen or you simply wish to retire?
Secure your future and wealth with cutting-edge solutions for sickness, death, and retirement planning.

You can have benefits

Whether you are a solo entrepreneur, independent contractor, or your employer lacks benefits, 
exciting options are now available to you. 


Bonus: Get your FREE Legacy Planning Platform by meeting with us!

Contact us for best options today!


Our Trusted Partners

You aren't trapped by limited options.

Over 40 Carriers allows for customizing your benefits 
based on your needs and best rates! 

   Here are a few....

Legacy Planning Services

Loved ones are overwhelmed when a loved one becomes critically ill and/or passes away.  
Stories, geneology and family history can be lost forever. 

Advisor specialists can assist family members in time of need.

Assists our members and families:

  • Survivor support
  • Assistance finding funeral homes

And more!

    Emergency Response & End of Life Planning

Wills, Power of Attorneys, Health Directives
Wills alone are not enough to avoid probate. Often, monetary accounts and assets may be frozen &/or tied up until financial institutions & courts determine who has legal rights to access.  WATCH VIDEO

Revocable Living Trusts can provide a smooth transition along with easy access to bank accounts and assets quickly.  Many estate plans do not set up accounts or have to pay high fees to attorneys when changes are needed.  

Here, there are unique Estate Planning services you don't see with other systems. You can be in control and easier than you think without seeing attorneys everytime something needs to be updated or changed, saving you time and money!. 

 Estate Planning

 Keeping important information handy in one location simplifies tough times like wills, final wishes, stories, history and cherished memories.

Allows members to record their:

And more!

Documentation Portal

Here, we believe in helping people leave a legacy and be remembered long after they’re gone. 

Most of these services are available at NO COST for our participating members and provided by our special service providers


  We are licensed life, health and financial agent advisors.

Terms of Service           Privacy          Accessability Statement


700 N. Central Expressway Suite 400
Allen Texs 75013


 The information provided is for general educational purposes. It is not intended as tax or legal advice.  Please consult legal attorneys and or tax professionals for specific information in this area.

Our advisors may seek and/or utilize services of various carriers ,vendors and/or strategic alliances, that could result in compensation.  



Phone - Text