Retirement Strategy can feel SO overwhelming!

There are so many voices promising their strategy is the best... How can an advisor assume I have the same retirement goals that they have?

You’re right! You

are unique!

Imagine having the flexibility to manipulate your wealth goals without being penalized for changing things up every once in a while!

Insuring Impact creates an retirement vehicle that protects your wealth, while leveraging living benefits that allow you to take some occasional risks.

Our 3D Process

The Client Experience

1 Discover

During your connection with our specialists, our Financial Impact Analysis™ will uncover your financial needs and wants. After we'll educate you on our OPM Strategy™ process and decide which solution fits your goals.

2 Design

After our discovery together - our specialists will design a proper solution to meet your goals with our OPM Strategy™. From there we review the designs together and make any adjustments. Then starts the qualification process with our trusted carriers.

3 Deliver

Upon qualifying for your strategy - we personally review your plan together, finalizing anything necessary. After it's a newfound partnership to ensure your OPM Strategy™ grows with you throughout life.