Financial Education Changes Lives!
Having witnessed firsthand the challenges my own parents faced due to a lack of financial education and planning, my personal mission is to ensure that no family endures similar struggles. My goal is to empower as many families as possible to achieve financial success and security.
- Jorge Pelayo
Board Council
About Us
We've Been Thriving
Having had the privilege of supporting over 90,000 families with their life insurance and retirement plans, we understand the significance of finding the right strategy tailored to your needs. Life presents us with three categories: what we know, what we know we don't know, and what we don't know we don't know. We're here to ensure the accuracy of what you know and provide guidance on navigating the unknowns. Let us assist you in creating and implementing the perfect plan for your financial future.
Our History
For over two decades, we've had the privilege of serving families from all corners of the United States, spanning various walks of life. We hold the belief that every individual deserves nothing less than world-class treatment. Regardless of background or circumstance, our commitment remains steadfast in providing exceptional service and support to each and every client we serve.
Our Mission
At our core, we are driven by a mission to provide every family with a first-class financial education. We envision a future where you, your children, your grandchildren, and all future generations experience true financial freedom. Together, let's build a legacy of prosperity and security that lasts for lifetimes.
Who We Are
Welcome to our financial marketing organization, where we pride ourselves on our partnerships with the oldest and highest-rated life insurance and retirement providers. Our mission is to find the perfect fit for you and your family, ensuring long-term financial security and peace of mind.
Your Benefits
Why Choose Us
We're not just another company selling products; we're here to solve problems. Our mission is rooted in education—we aim to empower every client to understand their needs, explore available solutions, and comprehend how different plans function. We firmly believe that informed individuals can make the best choices for themselves.
We Respect You
We value each client as an individual, welcoming them into our family rather than treating them as just another client. Your unique needs and aspirations are our priority, and we're committed to providing personalized care and attention every step of the way.
Doing What's Best For You & Your Family
We specialize in crafting custom plans tailored to fit both your needs and your budget. Our goal is to provide you with a solution that not only meets your requirements but also aligns with your financial goals.
World Class Service.
It's true that many companies have lost sight of the importance of great customer care. At our organization, we prioritize our clients and ensure that they receive the exceptional service and attention they deserve. Your satisfaction and well-being are at the heart of everything we do.
Get Our Free 5-Step Video Training Series Financial Plan.
Ready to learn how to be prepared for your financial future? Submit the form to receive a completely free 5-Step video training series that will teach you:
Video #1: The 4 Factors Of Retirement
Video #2: The Rule Of 72 & The Three Homes Of Money
Video #3: Why You Need Life Insurance With Living Benefits
Video #4: The Rule of 100 & Retirement Planning
Video #5: The Power Of Tax Advantage Accounts
By submitting, I agree to the privacy policy & terms provided. I agree to receive sms and email messages from the business. You may reply 'stop' to opt out at any time.
Our Feedback
What Clients Say
Wanda Says -
“After 14 years of recommendations, I still have my money protected - so somebody did something right with me! I totally believe in Jorge and I’m so glad that I have been involved all these years. You are truly a friend that loves me and has my best interest in mind”
Brandon Says -
“I have had the pleasure of working with Jorge, and I can confidently say he is an absolute professional and genuine person. Their extensive knowledge and ability to navigate through my questions and concerns and explain technical information with ease gave me the confidence to choose the right products for me and my family. The authenticity as a person and an advisor/agent makes him a standout individual in the field. Working with them was a privilege and such a positive and enriching experience. I would recommend them as an insurance and financial services provider to everyone I know and love. They are simply the best!.”
Leila Says -
“I’ve known Jorge for several years. I wanted to have an insurance policy that not only covered myself in case of death but also allowed the money I paid into the policy to grow, as an annuity. They were very helpful in explaining the differences in policies and looking at my income to best suggest the proper policy for me. The policy that I finally chose was a very good balance between benefits and cost. What I did not know was that some time later, I would develop Ovarian Cancer. Fortunately, because of their work on suggesting the right policy for me, I was able to receive a small settlement. I would highly recommend them for any insurance/financial planning for single person or family. Take it from someone who had one of the worst life experiences you can imagine, and still came out on top!”
Our Solutions
We have a suite of products to fit your individual and unique needs.
Life Insurance
• Equity Indexed Universal Life
• Universal, Whole & Term Life
• Long Term Care & Disability
• Final Expense & Living Benefits
Retirement Planning
• Equity Indexed Annuity
• Fixed Annuity
• IRAs / SEP IRA
• 403(b)/ 401(k) Rollovers
Other Solutions
• Debt Settlement
• Tax Resolutions
• College Savings Plans
• Business Owner Solutions
State Licensed & Verified
I'm fully equipped & trained to provide professional financial services in the residential state of Texas.
Additional State Licenses In:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, UT, VA, VT, WA, WI, WV, WY
Frequently Asked Question
What’s the right time of insurance for me?
That will depend on how you want the policy to work, your insurable need, and your budget/savings allowance.
Can my insurance policy build savings?
Yes, cash value policy’s have the ability to build a savings account.
Can I borrow against the savings?
Yes, there are different options for pulling out money. Some allow you to borrow against the policy through a loan which can avoid taxes.
What different companies do you work with?
As a broker, we look for the top rated insurance and retirement planning companies; that will provide clients the best products.
Is there a cost for this?
We do not charge any financial review fees and do not mark up any products. We are compensated directly from the insurance company that best suits your needs. This all allows us to do the best thing for the client and not charge them for it.
How do I get started?
Tap the 'Get A Free Financial Plan' button below and submit the form to get a complementary review personalized analysis on your finances and receive our free 5 step by step training video series.
