Licensed Life Insurance Advisor
High-Tech Protection.
Human-Heart Guidance.
As a licensed life insurance advisor, I help families design whole life, term life, IUL, and annuity solutions with zero pressure. I also guide 401(k) rollovers for market protection, helping you shield your retirement savings from volatility. Today is just about seeing what you qualify for—no pushy sales calls, just clarity about your options.
Trusted by Families Nationwide
Why Families Choose Us
Experience the difference of executive-level service with a heart-led approach
Heart-Led, Not Hard-Sold
People don't care what you know until they know you care. This is a human-nature business, not just financial services.
Built for Busy Families
Greatness is not bought, it's caught. We make it simple to protect what matters most—your family's future.
Whole Life • Term • IUL • Annuities • 401(k) Rollovers
Comprehensive solutions tailored to your goals. Whether it's income protection, cash value building, retirement planning, or protecting your 401(k) from market volatility.
Modern, Secure, Private
Your information is encrypted and protected. Explore options at your own pace, on your own terms.
Meet Your Advisor
Jordan
Licensed Life Insurance Advisor
Licensed Professional
Industry Expert
Family-Focused
Expertise You Can Trust
With years of experience helping families protect what matters most, I bring a unique combination of technical expertise and genuine care to every conversation.
Comprehensive Product Knowledge
Expert in whole life, term life, IUL, annuities, and 401(k) rollovers for market protection—helping you find the right solution for your unique situation.
Heart-Led Approach
People don't care what you know until they know you care. This is a human-nature business, not just financial services.
No-Pressure Philosophy
My goal is clarity, not pressure. Greatness is not bought, it's caught. I help you understand your options so you can make informed decisions.
“Today is just about seeing if you're eligible. No pushy sales calls, no pressure—just clarity about your options and peace of mind for your family.”
Product Education
How Our Products Work
Understanding your options is the first step to making the right choice. Here's a plain-language breakdown of each product type we offer, including who they're for, key benefits, and important considerations.
Pricing Transparency
What Will This Cost Me?
Exact pricing depends on your age, health, coverage amount, and the product you choose. These are example ranges to give you a general idea—not guarantees. Your actual quote may vary.
Example Monthly Premiums
| Age | Coverage Amount | Term Life (20-year) | Whole Life | Notes |
|---|---|---|---|---|
| 30 years old | $250,000 | $15–$30/month | $150–$250/month | Healthy, non-smoker, preferred rates |
| 35 years old | $500,000 | $25–$50/month | $300–$450/month | Healthy, non-smoker, preferred rates |
| 45 years old | $500,000 | $50–$100/month | $500–$750/month | Healthy, non-smoker, standard rates |
| 50 years old | $250,000 | $60–$120/month | $400–$600/month | Healthy, non-smoker, standard rates |
What Affects Your Price?
- • Your age
- • Health history
- • Coverage amount
- • Product type
- • Term length (for term life)
Why Prices Vary
- • Different carriers have different rates
- • Health class (preferred, standard, etc.)
- • Lifestyle factors (smoking, hobbies)
- • Family health history
Getting Your Quote
The only way to know your exact price is to get a personalized quote. Our 3-minute checkup helps us understand your situation and provide accurate estimates.
Important: These are example ranges only, not guarantees. Actual premiums depend on carrier underwriting, your specific health profile, and other factors. Quotes are based on information you provide and carrier underwriting guidelines.
Retirement Protection Strategy
401(k) Rollovers for Market Protection
Concerned about market volatility affecting your retirement savings? A 401(k) rollover into protected vehicles like annuities can help shield your nest egg from market downturns while maintaining growth potential.
Why Consider a 401(k) Rollover?
If you're worried about market volatility eroding your retirement savings, a 401(k) rollover into protected financial products can offer stability and peace of mind. This strategy is especially valuable for those approaching retirement or who want to protect gains they've already made.
Whether you've left an employer, are planning for retirement, or simply want more control over your retirement funds, exploring rollover options can help you protect what you've worked hard to build.
Protect Against Market Volatility
Move your 401(k) funds into annuities or other protected vehicles to shield your retirement savings from market downturns.
Guaranteed Growth Potential
Many rollover options offer principal protection with the opportunity for growth, giving you peace of mind without sacrificing potential returns.
Tax-Deferred Growth
Rollovers can maintain tax-deferred status, allowing your retirement funds to grow without immediate tax implications.
More Control & Flexibility
Take control of your retirement funds with options that may not be available in your employer's 401(k) plan.
Ready to explore how a 401(k) rollover might fit into your retirement protection strategy? Let's discuss your options with zero pressure.
Important Note: 401(k) rollovers involve important tax considerations. Consult with a qualified financial advisor or tax professional before making rollover decisions. Eligibility and options vary based on your individual circumstances and plan rules.
Simple Process
From Curious to Protected
Getting life insurance doesn't have to be complicated. Here's how the journey works, from your first question to having protection in place.
Curious
You're exploring options and want to understand what's available
Checkup
Complete our 3-minute checkup to share your goals and situation
Recommendation
We review your answers and provide personalized options or a self-serve link
Protected
You choose your path—talk with us or self-serve—and get the coverage you need
Simple Process
How It Works
My goal is clarity, not pressure. Here's how we make protecting your family simple and stress-free.
Answer a few simple questions
Our 3-minute smart quiz helps us understand your goals, family situation, and budget comfort level.
See strategies that fit your goals
We'll show you options that align with your priorities—whether that's income protection, cash value, or retirement planning.
Choose your path forward
Talk with Jordan for personalized guidance, or use our QR self-serve link to explore and enroll on your own time.
Interactive Tool
Coverage Visualizer
See how your budget might translate to protection. This is informational only—actual quotes depend on health, age, and carrier underwriting.
Recommended Strategy
With $150/month, many families in your position choose:
Term Life or Whole Life Combo
Coverage Range
$500,000 - $1,000,000
Many families choose a combination of term and whole life for balanced protection and cash value growth.
Client Testimonials
What Families Are Saying
Real stories from people who found clarity and protection without the pressure.
“Finally, someone who listened instead of pushing products. I felt heard and got clarity on what actually made sense for our family.”
Sarah M.
Austin, TX
“The QR self-serve option was perfect for me. I could explore at my own pace and still reach out when I had questions. No pressure.”
Michael R.
Dallas, TX
“Peace of mind without the sales pitch. That's what I needed, and that's exactly what I got.”
Jennifer L.
Houston, TX
Get in Touch
Talk to a Specialist
Have questions? Want personalized guidance? Schedule a no-pressure conversation. We're here to help you understand your options and find what fits your situation.
Schedule a Call
Request a callback at a time that works for you. No pressure, just clarity about your options.
Get Personalized Recommendations
Share your goals and situation, and we'll help you understand which products might fit.
Ask Questions
Life insurance can feel complicated. We're here to answer your questions in plain language.