“Financial Entrepreneur | 401(k) Expert | Educating Business Owners & Real Estate Investors”
CMO & Co-Owner of Life, Inc. Retirement Services and founder of SureLI Insurance. Former podcast host, 50+ guest podcast/YouTube appearances.
I'm a 401(k) expert and can educate your community of entrepreneurs on how to navigate the retirement plan world and learn which plan is best for their business. I cover a variety of topics that include:
Referral / Solicitor fees available with partnerships.
Financial Independence minded life insurance. Strategies and carriers to help lower your life insurance premiums.
Life Insurance strategies for the FIRE community. Shop term rates and apply online in minutes.