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WHAT IS AN EXPOSURE RATING?
An exposure rating helps you gauge your chances of successfully making it through a financial hardship as a real estate entrepeneur.
Most R.E. entrepreneurs don't have the appropriate Life Insurance coverage.
Some R.E. Entrepreneurs have very little Income protection or DI coverage.
Even seasoned Investors commonly fail due to Health & Tax planning Issues.
Consumer & Business Credit Services
Tax Free Rental Income Solutions
Infinite banking Strategies
1031 Exchange Alternatives
Property & Casualty Insurance
What makes us Different ?
Look at us as your personal real estate concierge service!
Focused on Real Estate
Most agency’s focus on the upside potential of the stock market. We focus on downside protection and specifically cater to real estate investors and entrepreneurs !
We believe that there is no one size fits all approach to financial planning. There is no one company that is truly the best at everything so we work with multiple financial institutions and partners to get the job done for our clients!
Seminars & Training
Gain access to exclusive workshops, training seminars, networking events & even earn CE credits !