We Help Wealth Advisors
Provide Life Insurance Solutions

Trustees • CPAs • Family Offices • Attorneys • Fee-Based Advisors

Expand Your
Practice

Be a Guide
to Clients

Grow Your
Business

Do You Have Clients

Looking For Answers?

Wondering what type of life insurance to buy and how to buy it?

Questioning whether selling their policy makes sense?

Struggling with an underperforming policy?

Curious to see how life insurance can help solve long term care concerns?

Thinking of surrendering a policy they think they no longer need?

Trying to find a non-biased review of their life insurance?

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"The Best Little Book on Life Insurance"

Your peers applaud Michael’s book as one of the most valuable resources Wealth Advisors have to help clients maximize the value of their life insurance portfolio.

This 5-star rated book retails for $15.95 online, but you can get it delivered to you today for free.

We Help Position You As The Guide 

Family Offices • Trustees • Attorneys
CPAs • Fee-Based Advisors

Advisor 2

Increase Customer Service  

Partner with an industry expert

Know you’re doing things right

Generate additional revenue

Advisor 3

Stay Up-to-date With The Latest Life Insurance Strategies

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READ MICHAEL’S ARTICLES

We Help Position You As The Guide 

Family Offices • Trustees • Attorneys
CPAs • Fee-Based Advisors

Advisor 2

Increase Customer Service  

Partner with an industry expert

Know you’re doing things right

Generate additional revenue

What Peers Say About Michael’s Book

The Wealth Advisors Guide to Life Insurance

“Michael clearly demonstrated his knowledge, expertise and most importantly, his care for an industry in desperate need for authenticity and transparency."

- G. Tate Groome, CFP® CLU® AEP®-
Founder & Managing Partner, LifeTrust3D

“Best overall guide and information I have seen for trustees."

- Ed Linsley -
Former OCC National Trust Examiner and Trust Fiduciary and Executive

“His book takes a complicated subject and makes it incredibly simple to digest.”

- Jonathan Forster -
Partner, BakerHostetler

“Michael's book does a fantastic job explaining what life insurance really is and how it can be useful in many situations.”

- Joshua E. Husbands -
Partner, Holland & Knight

"The best little book on life insurance."

- Ben Baldwin, Jr. -
Director Emeritus at Baldwin Financial Advisors,
Author of The New Life Insurance Investment Advisor

3 Simple Steps 

Become The Guide Your Clients Need

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Schedule a Call

We will discuss your goals and where you may be stuck. From there, we can start working together to position your practice for success.

Optimize Your Position

Whether you are a trustee looking to mitigate liability, a CPA with a desire to increase revenue, or a family office, legal firm, or fee-based advisor expanding services, we can help.

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Become The Hero

Increase customer service and impress your clients. We will help you provide expert level services your clients will be hard-pressed to get anywhere else.

Download Our Free Guides

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Advisor 7

Have Michael Speak at Your Next Event

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National Conferences

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Seminars
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Councils