The world’s first broker for permanent life insurance
Growing up we discovered finance early and quickly developed a love for the land of opportunity that was the financial markets. We would buy and sell the most foreign contracts, hoping to make a quick buck on market movements with the dream of being able to live off trading and travel the world.
Unfortunately, reality caught up with us when we started to learn more about the risks involved with markets like stocks, real estate, commodities and currencies. We experienced first hand how all of these assets move in cycles, and timing them perfectly was nearly impossible. We realized that the greatest investors in the world focused on one thing: risk management, and that it was something that was lacking in the traditional world of investment where all of your capital is always at risk.
Our mission is to find a way to help people not only survive through market cycles, but thrive in them, and grow their wealth in a more certain and sustainable way than before. By studying the financial habits of some of the world’s wealthiest families, such as the Rockefellers, we discovered the art of using permanent life insurance as a multi-generational wealth-building tool, and the impact it could have. So, we set out to build the first-ever digital broker to make the application of this strategy easier and more available for the public.
Financial empowerment is our motto, and we genuinely want to help the world to do more good with their money. Money is neither bad nor good, it is just power, and if it is used in the right way, it can create enormous amounts of value not only in our own lives, but also in the world we live in.