Who Are We? What We Do?

We are a non-profit think-tank and research center that uses our skills and service to better families, churches, ministries and small business the proper protection they need. We have academic researchers who look for the best for our people and we also have people who work at a full-service Brokerage Firm, with licensed agents, CPA’s, Lawyers in all areas of finance, insurance and business...

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Financial Planning Seminars

We offer Free Financial Planning Seminars in the Southern California Region. Our lead speaker used to be a Financial Planner and trainer at a major bank, and currently works in the insurance industry as a Financial Trainer with a Ph.D. in stewardship and is licensed. These seminars are done at churches, community and civic groups... Continue Reading →

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How Much Life Insurance Do You Need?

How much life insurance does a person need? Typically, most people need coverage that will be at least 10-15+ times their annual income. It all depends on one’s financial circumstances, debt load and needs. How do Most Life Insurance companies determine how much you need? They toss a dime, or actually a D.I.M.E. This is a... Continue Reading →

CARES Act help for Small Businesses

As of May 20, 2020, there is still funds available. First, go to your business bank and see how they can help you.  Update as of April 24, 2020 A new $484 billion coronavirus relief package has been signed on Thursday, April 23, 2020. The new bill contains about $320 billion for the Paycheck Protection... Continue Reading →

What is the Best Type of Insurance to Have?

Here is a cool trick that few people know about life insurance.  Index Universal Life is Life Insurance you don't have to die to use! Acts like Whole Life Insurance Has $ Cash Value Account Has $ Disability Income Has $ Tax-Free Retirement Income, for life! Has Tax-Free, Worry-Free Retirement First of all, Life Insurance has changed... Continue Reading →

Stewardship of a Healthy Mindset Part II

The Top Ten Mindsets for Success  “And my God will meet all your needs according to the riches of his glory in Christ Jesus.” Philippians 4:19 Here are the top ten main mindsets that I found that creates success in faith, family and in life in general, even in business. These will help you create a more... Continue Reading →

Why Do We Need Life Insurance?

Life Insurance has existed literally for thousands of years. It even goes back to Roman times, while the more modern forms started with Lloyd's of London in the 17th century. Some modern companies are over 175 years old and weathered the worst of wars, depressions, global unrest and such. Thus, they are some of the... Continue Reading →

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