Perfect for individuals and families starting their financial journey.

• Revocable Living Trust – Avoid probate and establish a foundation for wealth transfer

• Basic Term Life Insurance ($100K - $250K coverage) – Essential income protection for loved ones

• Will & Healthcare Directive – Ensuring final wishes are honored

• Access to Financial Planning Webinars

  Who is this for?

• First-time life insurance buyers

• Young families seeking protection

• Professionals wanting basic estate planning