Tax Free working Capital

Advice for Growth

We are the Our advisors provide an unrivaled attention to detail when it comes to creating a plan that fits your unique financial situation. Our approach is tailored to help you achieve the gratifying results in asset optimization you're looking for.

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Higher Priorities and Business Owners

Small business owners form an integral part of the American economy but it's not always easy for them to find reliable access to funding for projects like expansion, hiring, employee benefits or their own retirements.

We help small businesses design and fund working capital accounts, golden handcuff strategies, retirement and employee benefits by giving them access to the same accounts banks and corporations (BOLI / COLI) use to fund their own endeavors.

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Our Clients

Business Owners

We work with business owners to create tax advantaged working capital accounts, self-fund expansion efforts, job creation and enhanced employee benefits packages. Click HERE

Parents & Grandparents

Funding college is the number one concern of parents and financially engaged grandparents. Tailoring these plans to suit the needs of Your child is our specialty.

Retirement Planning

We take the mystery out of building a truly sustainable retirement, a retirement that is not buffetted by the pressures of inflation, rising healthcare expenses or the threat of rising taxes.

Bio

Damaris Johnson: Master IUL Specialist and Advocate for Financial Empowerment

Beyond her licensure as a life and health agent, Damaris Johnson embodies a dedication to financial security for American families. Fueled by an unwavering commitment to service, she has built a successful career as a Master IUL Specialist, recognized for her expertise in crafting personalized IUL solutions. Damaris's passion for empowering individuals and families through IUL is evident in her continuous pursuit of knowledge. She actively expands her understanding of IUL's most effective real-world applications, ensuring her clients benefit from the latest strategies. In 2022, Damaris formalized a mentorship with industry veteran Douglas R. Andrew. This collaboration represents a significant milestone, allowing her to leverage Doug's five decades of experience and vast knowledge of tax-advantaged accounts to further refine her IUL practice.

What sets Damaris apart?

Expertise and Proven Success: A Master IUL Specialist with a track record of crafting personalized solutions.

Client-Centric Approach: Unwavering commitment to understanding and fulfilling client needs, a driving force behind her continuous learning.

Leadership and Collaboration: Collaboration with Douglas R. Andrew has allowed Damaris to foster innovation and expand client success opportunities.

Passionate Advocate: Believes in IUL's potential to empower individuals and families to achieve their financial goals.

Ready to invest in your financial future? Damaris is eager to guide you through the world of IUL and design a personalized plan for tax-advantaged growth, security, and peace of mind. Connect with Damaris today and unlock the potential of IUL for your own financial journey.

Questions?

Click here to schedule time with Damaris.

Curious?

Click here for your FREE copy of the LASER Fund book.

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How It Works?

Higher Priorities and Business Owners

As a business owner, it is important to understand how money works and the related taxes. Rising interest rates can cause financial strain on your business making bank loans more expensive, assuming you qualify. Inflation erodes the value of your money and reducing the buying power of your products or services.

Retaining hard to replace talent is also a challenge for business owners. This can be difficult, especially when competing with larger corporations. Saavy business owners use golden handcuffs to provide incentives to keep employees from leaving. This includes funding their own 'golden parachute' as part of their own exit strategy. Call or email us today to schedule your own consultation!