A Partner in Peace of Mind


Dear Sam Watson:

I’m sure you hear from your clients all the time about how happy they are with you and your firms work and I’m writing to pile on. I want to thank you for providing me and my family with the outstanding life insurance finance strategy that you designed.

The policy cash value has grown dramatically just like the proposal you provided me and the loan collateral I posted is being systematically released back to me by the lending bank just like your proposal said it would.

When I initially reviewed the proposal I didn’t believe this type of transaction could be possible. The math made complete sense to me but I felt that I had to be missing something.

Fortunately, I trusted my good friend and agent David Scott and he trusted you, then my instincts took over and I agreed to move forward and close the transaction. That was eight years ago and I am so glad that I did.

To have a significant life insurance policy without paying one cent out of my pocket for it is just incredible. I don’t know of anyone else doing what you do the way you do, but please keep it up!

Seriously, when I saw the strategy and the structure for the first time my immediate thought was “this is too good to be true”, but it turned out to be a dream come true!

Mark P.
Indianapolis, IN

We offer financial strategies for high-net worth individuals and small business owners alike when it comes to retirement, employee retention, death benefits, estate liquidity, business succession, buy/sell arrangements, philanthropy and more. The proprietary methods we use mitigate risk for tax-free products. 

With offices strategically placed throughout the country, our seasoned experts are ready to talk to you. 

Tax-Free Withdrawals

A team you can trust.