MAKING
CONNECTIONS.
DELIVERING
RESULTS.
SERVICES
Life insurance guarantees an insurer will pay a sum of money to named beneficiaries when the insured dies in exchange for the premiums paid.
A Will, also called a Last Will and Testament, simply lists property that you own, and how you want to distribute it upon your death.
The analysis of a financial situation or plan to ensure that all elements work together to allow you to pay the lowest taxes possible.
.jpg)
Tanesha Williams, Client
I am so glad that my money has a safe place in an IUL. Jesse’s recommendation was great! With the IUL, I don’t have to stress or wonder what my retirement plan will look like when I retire. Jesse did an amazing job explaining and answering all the questions about the IUL and helped me overcome any doubts and concerns! Thank you Jesse with your assistance in shaping my financial future!
Isaiah Tyus, Client
“More confident with our financial decision making”
As a newly-wed, the importance of making sure my wife and my future children will be financially comfortable in the future has increased drastically! While life has continued to show it’s interesting face, I became more and more frustrated, feeling that I’d never get on the right path financially to reach my goals. However, when I reached out to Jesse, he did more for me and my family than I could ever imagine. He was able to get us on the right path and gave us the financial education that we needed in order to be more confident with our financial decision making skills! I can tell that Jesse is very passionate about teaching his clients financial literacy, which was what my family needed the most. Now I can say, that I am on the right track to ensure my families’ future financial situation!
Brittany King, Client
Could not believe how easy it was to set up and how informative Jesse was. He broke it down and explained how an IUL was the best option for me.
TESTIMONIALS
