If you’re not here tomorrow, will your family have enough to keep going? In 45 minutes we run your real numbers — family protection and tax-free retirement income — and tell you straight if what you have today covers it.
This is only for serious inquiries. We hold that spot for you and turn other people away for it.
Camera on, parked, full attention. We share numbers on screen, so you need to see them.
Plan the 45 minutes into your day. Half attention gets you half an answer, and this is your family’s money.
Depending on the day and the topic, you may meet with another licensed agent on our team. Same process, same numbers, same straight answers.
Be specific about what you want to go over so we come prepared with your numbers instead of a generic talk.
Interested in indexed annuities? Inactive retirement accounts (401k, TSP, IRA and others) can usually be rolled over.
On the list? Book anyway. There are other products, and a 45 minute call still tells you where you stand.
Pick your day and time, fill this out, and your text app opens with the message ready. We confirm the same day.
Your message
Or text us directly at 832-409-2718. By sending, you agree that we may contact you by phone or text. Message and data rates may apply. Your information is never sold or shared with third parties.
You walk away knowing your number, whether you buy or not.
You tell us your situation: who depends on you, what you owe, what coverage you have today.
In plain numbers on screen: what your family needs to keep going without your income, and the gap still uncovered.
We lay out the options that fit your budget and your health. If it doesn’t make sense, tell us straight and we part as friends.
A quick estimate using the DIME method. Your real number depends on your actual situation.
It depends on your age, your health, how much coverage you want, and the type of plan.
Usually not.
Term covers you for a set number of years.
Often yes.
Yes.
Pick the business opportunity in the form.
Forty five minutes today can change what happens on your family’s worst day.
Schedule my appointment