Tools & Resources

Free guides, calculators, and frameworks. Take what serves you.

Life Insurance Needs Calculator

See your optimal coverage. Interactive tool based on your actual situation. No guessing.

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Interactive Tool

Retirement Income Projection Tool

Estimate tax-advantaged income from permanent life insurance. Conservative assumptions, educational only.

Quick Scenarios

Policy Details

Educational only; not legal/tax/investment advice. Tax treatment varies by jurisdiction and individual circumstances. Policy loans reduce death benefits and may trigger tax consequences if the policy lapses. Consult qualified legal, tax, and financial advisors before making any decisions.

Downloadable Resources

Guides and tools to support your financial journey

Business Owner's Insurance Guide

Key person coverage. Buy-sell agreements. Succession planning. Everything in one place.

PDF2.2 MB

Estate Planning Checklist

Ensure nothing leaks. Comprehensive list for protecting and distributing assets properly.

PDF850 KB
New

DeFi Risk Assessment Framework

Evaluate exposure. Implement hedging strategies. Bridge DeFi with traditional protection.

PDF1.8 MB
New

Crypto Wealth Protection Playbook

Convert volatility to legacy. Strategies for protecting digital assets across generations.

PDF3.8 MB

Tax-Free Wealth Building Masterclass

60 minutes. Full breakdown of leveraging whole life for compound tax-free growth.

Video450 MB

Inflation Hedge Strategies Report

Protect purchasing power. Insurance-based vehicles that work during inflationary cycles.

PDF2.6 MB

Note: This content is educational in nature but not financial advice. I am simply sharing my own personal life-changing strategies. Individual results may vary. Your situation is unique. Consult licensed professionals for your specific design.