Learn About

Learn how you can build a comfortable retirement nest egg and how you can protect it. 
Here is what you can learn in this website. 

   Financial education is not a subject that is being taught in our schools, even though it should be one of the required classes in high school and college. Most people end up being unprepared for their retirement and it should not be this way. In our financial webinar learn about the tools and strategies you can use to conquer financially independence and how to grow and protect generational wealth. Click here to sign up for our Financial webinar.

   Learn about annuities and how you can grow your retirement nest egg and minimizing your risk against market volatility. Click here to learn about annuities.

   Learn about Insurance with living benefits. If you would have a machine that produces $70,000 each year, will you insure it? That machine is you. Do not become a burden on your family when you get a major sickness. Our job is to make you aware and to ask you about life insurance…PLEASE don’t make it my job to tell your family you didn’t have any. Click here to learn how life insurance with living benefits works.

   Learn how you can get a Life Insurance without a medical exam just by completing an online form. Click here.

   Learn about Index Universal Life insurance or IUL. Would you like to build a Tax Free Investment that you can use money from as a Tax Free loan at anytime in your life, attached to permanent life insurance that has a Tax Free death benefit and also a living benefit? Imagine pulling out a Tax Free loan from your cash value and that cash value amount stays the same and continues to grow according to the compounding law. Not being taxed when you pull money out is like you’re getting a 30% raise on your money. Imagine leaving an estate absolutely Tax Free to your beneficiaries. Also, with an Index Universal Life Insurance you will minimize your risk against market volatility. Click here to learn more about Index Universal Life Insurance.

   Learn about the best gift that you can give to the children in your life. Click here.

   Learn the big differences between an Index Universal Life Insurance (IUL) and a 401K. Click here.

   Learn how you can use an Index Universal Life Insurance for key employee retention. Once employees will understand the true power of an Index Universal Life Insurance versus a 401K or any other qualified plan, they will beg you for it. Also, you as the business owner will be able to save money, because you will not have to offer it to all of your employees and also you will not have to jump through the red tape hoops to sign up and provide a qualified plan to your employees. Click here.   

   Learn why you should save money in an Index Universal Life Insurance for your kid’s college. Click here. 

   Learn how you can pay off your mortgage a lot faster and why you should use the compounding power of cash accumulation in an Index Universal Life Insurance (IUL) to pay off your mortgage. Click here. 

   Learn about the advantages of getting an Index Universal Life Insurance versus getting a Whole Life Insurance. Click here.


For a free 1/2 hour consultation or to request several illustrations based on your situation, go to bookings.




Insurance and financial matters are complex and subject to change. The information provided on this website may not cover all possible scenarios or address individual circumstances. Any testimonials, case studies, or success stories shared on this website do not guarantee similar results for everyone. Individual experiences may vary based on a range of factors.

All information, content, and materials on this website are protected by copyright and other intellectual property laws. Unauthorized use, reproduction, or distribution of any content from this website is prohibited.

Please reach out to us at contact@easyfinancialplan.com  if you have any questions or concerns regarding the information presented on this website.

Last updated: [8/17/2023]

Financial Compass, LLC with the license number # 233411  in the state of GA, is the rightful owner of easyfinancialplan.com and is an insurance company and financial education company.

Terms and Conditions                       Privacy Policy