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Discover, Build, Protect

Providing Everything You Need

People Attending Class

Insurance Workshop

“Life Insurance 101 — Simplified, Humanized, Personalized.”

 

Our free educational workshops are designed to demystify life insurance — no jargon, no pressure, just real information for real people.

 

Whether you’re just getting started or need help comparing options, you’ll learn:

  • The difference between term, whole, and return-of-premium policies

  • How to protect your family without breaking your budget

  • What living benefits are — and why they matter

  • Common myths (and mistakes) to avoid​

 

Perfect for first-time buyers, parents, and anyone who’s ever felt confused by coverage.


Join us virtually and leave feeling empowered, not overwhelmed.

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🎥 Available as live webinars or on-demand recordings
🗣️ English + Spanish options available

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Check back soon for upcoming events

Consultation Session

“One conversation could change everything.”

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This is your personal space — a private, pressure-free consultation session designed to help you explore your coverage needs, ask questions, and receive customized quotes based on your goals and budget.

 

We’ll walk through:

  • What kind of coverage makes sense for your season of life

  • No-medical exam options and quick-approval carriers

  • Bundled services like critical illness riders or return-of-premium plans

  • How to protect your income, your kids, and your legacy​

 

You don’t need to know where to start — that’s what we’re here for.


Just bring your “why.” We’ll help with the “how.”

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  • Book your session in English or Spanish

  • Held remotely via Zoom or phone — wherever you are

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Book your consultation here: ​

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In-Home Consultation

Policy Review

“When life changes, your coverage should too.”

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Already have life insurance? Great. But when was the last time you reviewed it?

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Our Policy Review is a quick and thoughtful service that helps you make sure your current coverage still fits your current life.

 

Whether you've experienced a job change, new child, divorce, health shift, or financial update — it’s important to check for:

  • Coverage gaps or outdated beneficiaries

  • Missing living benefits or accidental death protection

  • Overpayment on outdated policies

  • Opportunities to improve or consolidate

 

We recommend reviewing your policy at least once a year — just like you would with a financial advisor or doctor.

 

This review could save you thousands over time — or help you uncover protection you didn’t know was available.

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  • Free for all clients — new or existing

  • We’ll walk through your policy documents together

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Book your consultation here: 

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