Just beyond Evaluation, is the Quotation process where you begin to see how the actual numbers can work powerfully in your favor.


This isn’t another drab session of looking at your CD rates or your bank statement.


We’re talking about wealth building numbers for exponential growth, guaranteed with tax deferral and using this leverage to actualize dreams of freedom, stability, leverage and certainty.

At I&E, our priority in the Quotation process is to offer much more than generating random projected costs. This process will be used to define your plan by adding real numbers needed to facilitate and implement your Application Process.



Your expert Pro Client Guide will help you understand the context around obtaining quotes, such as how rates are impacted by things like age, health rating and company.

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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.

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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.