With all the changes in the financial services industry over the last 25 years,
what, where, and who to trust for financial services is confusing for many consumers.
Our financial program was developed as an alternative educational approach where our members can learn
about retirement income, wealth transfer, and asset protection strategies and select solutions that work
for them.
We are able to provide this program through our partnership with Mercer U.S. Consumer, to
further our mission to provide industry leading asset protection & income planning solutions for the 21st century.
