The life insurance policy

The life insurance policy that I bought from you has been my best investment to date. I look forward to continuing to use your expertise when handling policy loans and other financial goals that come up.

Save Money for Retirement

My husband and I were looking for a way to save for our retirement. With this program, we are saving and have our money accessible when we need it. Pedro and Isis are great and always available to answer our questions and offer guidance along the way. This plan is...

Risk-Free Retirement / Banking Policy

I wanted to say thank you for all that you have done to help Carmen and I visualize our retirement through the use of our banking policies. As business owners, we have always wondered how can we retire and still maintain our lifestyle. I’ve seen firsthand what can...

Risk-Free Retirement Income / Whole Life Insurance Policy

I thought my husband and I were doing all the right things in setting our goals for our retirement. We had mutual fund accounts, IRAs and a 401 (k), but after all this planning, we were not able to retire at a specific age with a specific amount of money. This was a...

Life Insurance / Infinite Banking

The “infinite banking” philosophy is hard to understand at first, because we have always been taught conventional financial systems already in place that promise but don’t deliver at the end, and we tend to follow the crowds. The policy that Pedro and Isis custom-made...