Gain clarity on your financial goals with clear direction.
Speak directly with specialists in overfunded whole life insurance for expert guidance.
Receive an honest assessment to determine if The And Asset is the right fit for you.
Understand your options and know exactly what to do next.
Clear Direction: Gain clarity on your financial goals.
Expert Guidance: Speak with specialists in overfunded whole life insurance.
Honest Assessment: Get feedback on whether The And Asset is right for you.
Next Steps: Understand your options and what to do next.
Clear Direction: Gain clarity on your financial goals.
Expert Guidance: Speak with specialists in overfunded whole life insurance.
Honest Assessment: Get feedback on whether The And Asset is right for you.
Next Steps: Understand your options and what to do next.
High-Earning Professionals & Entrepreneurs: If you want more control over your money instead of giving it to Wall Street.
Those Seeking a safe foundational asset: Learn how to create a safe, liquid, tax-advantaged asset base to withstand market fluctuations.
Families Planning for the Future: Discover how to ensure your financial legacy lasts through generations.
Investors Looking to Diversify: Strengthen your portfolio with a stable, long-term financial tool.
Retirees or Near-Retirees: Protect your wealth and create a stable income stream in retirement.
Business Owners: Protect and grow your business by leveraging a tax-advantaged financial strategy.
More than $100 million of cash value in force
Over $1.5 billion in total death benefit
Our Vision - Make Intentional Living The Wealth Standard
On a mission to capture 1,000 intentional living examples