Services

Strategize your Wealth

People look to us to help them prepare for an unknown future.

Whether it is an economic challenge or life unexpected - we provide a holistic solutions that offer assurance for a better tomorrow.

Building Blocks of Wealth

O.P.M. Strategy

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.

Let’s Make Life Work For You

Financial Impact Analysis™ (FIA)

Our proprietary financial tool and complimentary service that helps us understand your current situation. As partners, we design and decide unique strategies to impact your money life cycle.

2033 Gateway Pl #500. San Jose, CA

1-888-88-IMPACT

© 2024 by Insuring Impact LLC