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Come join our monthly Zoom classes:

“Life Insurance Magic –

How to Make it Work for You”

A monthly educational seminar


No more worrying if you are paying too much.

Or if you have enough coverage.

Or even if you have the right products.

You can finally feel comfortable and confident about your life insurance coverage.

Schedule of topics:

April 19th, 11 a.m. – 11:30 EDT:  How should life insurance be used to fund a partnership agreement?

May 17th, 11 a.m. – 11:30 EDT:  How could life insurance give me coverage for long-term care expenses?

June 21st, 11 a.m. – 11:30 EDT: Is whole life insurance still a good deal?

July 19th, 11 a.m. – 11:30 EDT :  My bank requires life insurance to approve a loan for my business. How do I set that up?

This is why I am running these classes:

I have spent most of my life in the life insurance business. I grew up in my father’s general agency, and have been selling the product full-time for over 30 years.

I know that life insurance is a Magical financial product:

It keeps families safe and secure.

It protects businesses from severe disruption and devastating losses.

It preserves estate assets. It infuses charities with cash.

It creates wealth – with tax advantages and strong guarantees.

But most men and women I meet don’t know that.

That’s going to change 🙂.

All classes will be held over Zoom

Recordings will be posted on my website.

Each meeting will feature a short presentation from one of the expert advisers on our team.

I will serve as host.

Pre-registration is required. Simply click here, and you will have access to all the classes.

Who should you bring?

Please bring your spouse, business partner, children, parents, accountant, planner, and any other family or professional adviser.

And please share this invitation with all whom you think would benefit.

I very much look forward to helping the magic of life insurance work for you!

– Steve 

In case you missed it!

You can view each month’s recorded seminars: