Personalized Coaching: Receive hands-on guidance to replicate Chad's success and become a top producer.
Proven Success: Benefit from Chad's nearly two decades of experience, having helped over 1,500 families.
Producers Club: Full access to our On-Demand portal, weekly meetings, and insights to excel as a top Financial Professional.
Ready to transform your financial future?
See if you qualify!

Our Professionals
Working with Chad has been an incredible experience that has taken my career to new heights. His ability to share his knowledge and expertise in a way that's easy to understand and implement has been a huge blessing. Since partnering with Chad, I've not only doubled my income but also gained a newfound confidence in my abilities as a financial professional. Chad's passion for his work is contagious, and I feel grateful to be a part of his team."

"I've had the privilege of working with Chad, and I can confidently say it's been a game-changer for my career. As someone who was previously solely focused on sales, Chad's guidance and expertise helped me transition into a successful financial professional. His mentorship and support have been invaluable, and I've seen my income double since working with him. Chad is a true master of his craft, and I feel lucky to have him in my corner."

Five years after Chris started his mortgage protection plan, he was diagnosed with stage 3 prostate cancer. Unable to work for several months, Chris took advantage of his critical illness benefit to pay medical bills, the mortgage and other expenses. Without the money from this benefit, Chris wouldn’t have been able to cover many of those expenses.
At 61, Adelle, a widow, invested her late husband’s $175,000 death benefit into one of our Lifetime Income programs. When she retired at 70, Adelle activated the Guaranteed Lifetime Income benefit. She now receives $1,750/month. At 90, Adelle will have received $420,000 in monthly payments. The lifetime income is predictable and guaranteed until the day she dies.
Kaiks purchased a plan designed to build tax-free income. The longer he deferred receiving monthly income, the more the account value grew. Kaiks invested $1,200/month into the plan, averaging a 7.2% return over fifteen years.
In year fifteen, Kaiks borrowed $150,000, tax-free, out of the policy’s cash value for a real estate investment opportunity. Kaiks grew the $150,000 he borrowed to $250,000. When the real estate transaction was completed, he returned borrowed back into the policy. Interestingly, the policy continued earning interest as if the $150,000 was never borrowed. What’s more, Kaiks didn’t have to repay the loan for over five months.
Our team has spent the past three decades developing our Living Benefit programs. We’ve worked with carriers to create innovative products, striving to improve them and advocating for a new kind of protection against the unexpected.
As an elite team of specialized Mortgage Protection professionals, we have the expertise to guide your family in selecting the right mortgage protection program.
Lifetime Income
We offer products that guarantee a predictable monthly income.
You have only upside potential with no market risk.
How you build and protect your wealth is one of the most important decisions you will make. When it comes to financial security for you and your family, pre-packaged solutions aren’t good enough. You need a thoughtful, thorough approach to investment planning that balances your personal and financial goals.
Our Tax-Free Retirement Account (TFRA) plan offers you a powerful way to grow your retirement savings without the burden of taxes on your earnings. With a TFRA, you can enjoy tax-free withdrawals when you meet certain conditions, allowing you to maximize your retirement income and keep more of what you've earned.
FAQS
Yes, it’s free! However, you must be doing business with Chad to access this exclusive coaching and resources.
Results can come quickly once you commit to diving in and applying what you learn. The more effort you put into it, the sooner you’ll see success.
Start by answering a few qualifying questions. Once you submit, Chad will personally review your information and reach out to confirm if you’re eligible.
Ready to take the next step in your financial journey?
We're excited to see if we're a perfect fit! Please fill out the short form below, and we'll guide you through a few quick questions to ensure we're aligned in helping you achieve your goals. Once completed, you'll hear from us shortly to discuss the next steps. Let's start building your brighter financial future together."
Ready to transform your financial future?
See if you qualify!