At Disciples Financial, we are dedicated to providing exceptional service and expertise in the field of IUL life insurance. With a strong focus on enhancing the user experience, we strive to help investors navigate the complexities of their IUL policies with confidence. Our team of experienced professionals works closely with clients, offering personalized solutions tailored to their unique needs.
We understand the importance of trust when it comes to managing your financial future. That's why we go above and beyond to build strong relationships with our clients, working hand in hand with them to ensure their policies last a lifetime. By collaborating with trust and estate planning attorneys, accountants, and other advisors, we provide comprehensive and holistic solutions that enhance the affairs of our clients.
As a national firm, we specialize in serving wealthy families and successful entrepreneurs. Our expertise in insurance advice, combined with our partnership with ValMark Securities, Inc. and ValMark Advisers, Inc., allows us to offer a wide range of investment and advisory services. With a commitment to educational resources, we empower our clients to make informed decisions about their financial planning.
Our suite of services is designed to provide you with the security, flexibility, and growth necessary to navigate life's uncertainties and build a solid foundation for the future. We provide the following:
Indexed Universal Life Insurance: This dynamic policy combines the reliability of life insurance with the growth potential linked to market indices.
Infinite Banking Whole Life Insurance: Beyond traditional protection, this innovative policy allows you to leverage the accumulated cash value for personal financing.
Whole Life Insurance: With fixed premiums and a guaranteed death benefit, this policy ensures that your loved ones are safeguarded throughout your lifetime.
Our insurance policies cater to individuals throughout the United States who prioritize financial well-being and have disposable income. If you're proactively planning for the future and seeking ways to secure a tax-free retirement, we got you covered. Whether you're already contributing to a 401k or maximizing yearly contributions, our solutions offer a secure path for safer growth and long-term retirement income.
Don't just take our word for it. Our satisfied members have shared their experiences and testimonials, highlighting the positive impact we have made in their lives. We believe in transparency and accountability, and these testimonials serve as a testament to the trust and confidence our clients have in us.
Disciples Financial is here to provide you with lifetime protection, market participation, tax advantages, and living benefits through our IUL life insurance solutions. Explore our educational resources, consult with our experts, and take control of your financial future today.
There is a great quote that says something to the effect of, "Man's greatest dilemma is that he thinks he has time."
When I heard this for the first time, I had little knowledge of the insurance industry. I think it's unfortunate that as children, we don't hear much about the importance of framing your future around financial stability, health, and optimization of both these categories. When it comes to such crucial topics, ignorance is anything but bliss.
I am from Dallas, Texas! I attended college at Le Tourneau University, where I earned my bachelor's degree in Human Resource Management. I found my place in the insurance industry a few years after graduating.
This fueled my passion for helping to educate families from various walks of life about the importance of getting a plan in place. Everybody has a unique testimony, and there is no one size fits all policy. As an agent, I wanted to create space for people's individual needs. This industry has helped me to do so, giving me the ability to serve others by providing comfort and security when it's needed most!
There is a great quote that says something to the effect of, "Man's greatest dilemma is that he thinks he has time."
When I heard this for the first time, I had little knowledge of the insurance industry. I think it's unfortunate that as children, we don't hear much about the importance of framing your future around financial stability, health, and optimization of both these categories. When it comes to such crucial topics, ignorance is anything but bliss.
I am from Dallas, Texas! I attended college at Le Tourneau University, where I earned my bachelor's degree in Human Resource Management. I found my place in the insurance industry a few years after graduating.
This fueled my passion for helping to educate families from various walks of life about the importance of getting a plan in place. Everybody has a unique testimony, and there is no one size fits all policy. As an agent, I wanted to create space for people's individual needs. This industry has helped me to do so, giving me the ability to serve others by providing comfort and security when it's needed most!