A Strategy Session is the best way to find out if and how The Perpetual Wealth Code™ could work for you. It is 45-minute web meeting where you’ll get to see a scenario of how The Perpetual Wealth Code™ can work with your numbers in your situation and where you can ask questions. After your strategy session, you will know if The Perpetual Wealth Code™ is a good fit for you, your family, or your business.
“Tom broke everything down in very simple ways and made it easy to understand and he took the time to answer my questions at length.” ~ Annette
“Tom is friendly, honest, and walks you through each step of the process. He knows his stuff and showed us why using his plan is going to benefit us in the short term and long term, without putting any pressure on us to force us to do something.” ~ Erik
“I was really blown away to actually have 1 on 1 conversation with Tom, and be walked through the process live. That type of customer service is incredible. Answering my real-time questions was so helpful. Thanks.” ~ Zach
“It’s so encouraging to be taught by people who are so well educated and know their subject so well.” ~ Dr. Tedd Koren
You’ll see step-by-step how we design a life insurance policy to maximize your Guaranteed, Available, Manageable, Equity. You will know how your policy is designed which is very important. Many people don’t know what kind of life insurance they own let alone how it works. That won’t be you!
We currently do not charge for your Strategy Session. We want you to have all the information you need to make the best decision for yourself, your family or your business. At the same time, we also want to make sure that you’re someone who we’re willing to work with.
After your Strategy Session, there is no obligation for you to work with us and we have no obligation to work with you.