The natural next step after gaining a new understanding through Education is to evaluate how various strategic approaches can best empower you by offering financial control, stability, leverage and certainty.

Whereas most life insurance providers focus on comparing policy types or companies, the I&E evaluation process is about matching you with the right strategy and design options, and then taking first steps toward a plan of action that you will be excited to pursue.


Your expert Pro Client Guide will help you get started at creating an ideal plan of action to achieve your highest aspirations.

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© 2020 Focus Wealth Group. All rights reserved.

* Focus Wealth Group, LLC educates clients on the benefits and utilization of cash value insurance, annuities, and asset based long-term care products. These products structured correctly will add greater protection and peace of mind to your life and financial plan. Learn all you can about the living benefits of these financial products to enhance your financial assets and future outcomes in order to live a more abundant life. Focus Wealth Group, LLC does got give tax or legal advice and recommends that all clients talk with a CPA or tax attorney for legal and/or tax advice.

Company

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* Private Equity Banking, dba "The Martineau Agency" and working in conjunction with The Insurance Team, educates clients on the benefits and utilization of cash value insurance, annuities, and asset based long-term care products. These products, structured correctly, will add greater protection and peace of mind to your life and financial plan. Learn all you can about the living benefits of these financial products to enhance your financial assets and future outcomes in order to live a more abundant life. The Martineau Agency, LLC does got give tax or legal advice and recommends that all clients talk with a CPA or tax attorney for legal and/or tax advice.

© 2020 Private Equity Banking. All rights reserved.