Your Family. Your Future. Protected at Every Stage of Life.
Your Family. Your Future. Protected at Every Stage of Life.
No gimmicks. No cookie-cutter policies. Just smart, flexible plans designed to protect your income, your home, and your legacy—backed by A+ carriers and proven strategies.
No gimmicks. No cookie-cutter policies. Just smart, flexible plans designed to protect your income, your home, and your legacy—backed by A+ carriers and proven strategies.
Choose the Path That Fits Your Life Right Now
Every family is different. That’s why we designed 3 Freedom Plan tiers—each one customizable, flexible, and built to grow with you
Starter Protection
Best for families just starting their financial journey
Income Guard™ — right-sized life insurance for income replacement
Mortgage Shield™ — coverage aligned to your loan & term
CarrierChoice+™ — we shop 15+ A-rated carriers for you
Rate Rescue™ — annual policy review & optimization
Optional riders: disability & critical illness (where available)
***Best for families just starting their financial journey)
Simple, budget-smart coverage. Protect your income, home, and future.
Starter Protection
Best for families just starting their financial journey
Income Guard™ — right-sized life insurance for income replacement
Mortgage Shield™ — coverage aligned to your loan & term
CarrierChoice+™ — we shop 15+ A-rated carriers for you
Rate Rescue™ — annual policy review & optimization
Optional riders: disability & critical illness (where available)
***Best for families just starting their financial journey)
Simple, budget-smart coverage. Protect your income, home, and future.
Freedom Builder™ (Most Popular)
Perfect for families ready to protect AND build wealth
Everything in Starter Protection
401(k) Upgrade™ — Roth/pre-tax strategy, fees & rebalancing
Cash-Value Builder™ — properly designed permanent policy (IUL/Whole Life)
Legacy Lock™ — beneficiary & titling guidance for generational planning
Tax-Flex™ — coordinate Roth conversions, HSAs, and tax buckets
***Perfect for building wealth + protection at the same time
Protection today + growth tomorrow. Build wealth while keeping your family secure.
Freedom Builder™ (Most Popular)
Perfect for families ready to protect AND build wealth
Everything in Starter Protection
401(k) Upgrade™ — Roth/pre-tax strategy, fees & rebalancing
Cash-Value Builder™ — properly designed permanent policy (IUL/Whole Life)
Legacy Lock™ — beneficiary & titling guidance for generational planning
Tax-Flex™ — coordinate Roth conversions, HSAs, and tax buckets
***Perfect for building wealth + protection at the same time
Protection today + growth tomorrow. Build wealth while keeping your family secure.
Wealth Protector™
For families securing long-term wealth & legacy
Everything in Freedom Builder™
IWL Strategy™ — AuguStar Indexed Whole Life or advanced IUL (as appropriate)
Executive Shield™ — key-person & buy-sell readiness overview
College & Estate Blueprint™ — coordinated education & legacy planning
Private Client Review — 1:1 senior advisor sessions
***For families securing long-term wealth and legacy
Premium coverage for lasting security. Safeguard wealth across generations.
Wealth Protector™
For families securing long-term wealth & legacy
Everything in Freedom Builder™
IWL Strategy™ — AuguStar Indexed Whole Life or advanced IUL (as appropriate)
Executive Shield™ — key-person & buy-sell readiness overview
College & Estate Blueprint™ — coordinated education & legacy planning
Private Client Review — 1:1 senior advisor sessions
***For families securing long-term wealth and legacy
Premium coverage for lasting security. Safeguard wealth across generations.
Starter Protection
Best for families just starting their financial journey
Income Guard™ — right-sized life insurance for income replacement
Mortgage Shield™ — coverage aligned to your loan & term
CarrierChoice+™ — we shop 15+ A-rated carriers for you
Rate Rescue™ — annual policy review & optimization
Optional riders: disability & critical illness (where available)
***Best for families just starting their financial journey)
Simple, budget-smart coverage. Protect your income, home, and future.
Freedom Builder™ (Most Popular)
Perfect for families ready to protect AND build wealth
Everything in Starter Protection
401(k) Upgrade™ — Roth/pre-tax strategy, fees & rebalancing
Cash-Value Builder™ — properly designed permanent policy (IUL/Whole Life)
Legacy Lock™ — beneficiary & titling guidance for generational planning
Tax-Flex™ — coordinate Roth conversions, HSAs, and tax buckets
***Perfect for building wealth + protection at the same time
Protection today + growth tomorrow. Build wealth while keeping your family secure.
Wealth Protector™
For families securing long-term wealth & legacy
Everything in Freedom Builder™
IWL Strategy™ — AuguStar Indexed Whole Life or advanced IUL (as appropriate)
Executive Shield™ — key-person & buy-sell readiness overview
College & Estate Blueprint™ — coordinated education & legacy planning
Private Client Review — 1:1 senior advisor sessions
***For families securing long-term wealth and legacy
Premium coverage for lasting security. Safeguard wealth across generations.
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