No Nonsense 21st Century Financial Education

You wanted a starting point, A list of books i recommend, Webinars, and a few articles to get your brain pumping.

Hope in a harsh world

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Viking Financial Education Classes

$9mo for $1,000s of value. Including the 401k to Debt to Life Insurance

516 Coaching

Coaching for Life Insurance Agents and Financial Advisors that want to be ethical and professional.

BOOK an Appointment

We are a full planning firm. Meaning we handle retirement accounts to estate planning, to mergers and acquisitions!

$10,000 in FREE Webinars

5 financial webinars FOR FREE

MYTHS about IULs

What it is and what it aint

Estate Planning Webinar

What happens to your stuff when you go After you watch https://app.gohighlevel.com/v2/preview/FvrHRRNVJwkB2xlKXBMk?notrack=true

Paying ZERO taxes in retirement

The power of zero narrows down how to pay NO taxes in retirement which is easily the biggest hinderance to retirement portfolio.

Want to understand IULs (Indexed Universal Life)?

Buying the book straight from Doug Andrews is cheaper than Amazon. I dont get a kickback for anything that i refer! When you make a decision, book an appointment with us at the bottom!

Rockefeller Family vs. Vanderbilt Family

Have you heard of the Rockefeller Method?

Forbes: The New 401k?

Dr. Ed Burns on why the IUL may be better than the 401k in many cases

The 401k History: Its not good

Im often asked, what should i be doing? First understand what a 401k is

What is a Living Benefit?

Not all Life insurance is DEATH insurance. Did you know living benefits pay out while you are alive!

The Pros and Cons of Fixed Indexed Annuities

Utilizing a FIA for retirement savings and protection

Fixed Indexed Annuities: EXPLAINED!

What is a FIA and when does it make sense

Annuity vs. The 401k

An annuity can be a 401k but a 401k cannot be an annuity

Estate Planning: A Will isn't enough

Did you know court costs and fees could eat up 50% of your estate upon death and take up to 20 years to settle?

Wakanda Forever: Losing a HUGE portion of your estate

Chadwick Boseman losing $700,000 to the government due to not having an estate plan