PEACE OF MIND STARTS HERE
Mak
Financial Educator/ Licensed Broker/ Senior Field Underwriter
License NPN# 10568493
I am passionate about empowering individuals and families with smart financial strategies. I help eliminate debt, protect wealth through estate planning, and teach my clients how to become their own bank using the Infinite Banking Concept.
I also provide guidance on securing legacies through life insurance, planning for final expenses, and preparing for long-term care. My mission is to help you take control of your financial future and build lasting generational wealth with confidence and peace of mind.
Making a Difference, One Family at a Time
WE GOT YOU COVERED
estate planning
Estate planning is an essential step in preparing for the future and protecting your legacy. It involves organizing your assets, creating legal documents like wills and trusts, and making decisions about healthcare and financial power of attorney. A well-structured estate plan ensures your wishes are honored, avoids delays in probate, and reduces the potential for family conflict. Most importantly, it gives you peace of mind, knowing that your loved ones will be cared for according to your intentions.
DEBT ELIMINATION
The debt elimination plan is built to help individuals and families take control of their finances by systematically reducing and eventually eliminating all forms of unsecured debt, such as credit cards and personal loans. Through strategic planning and smart banking strategy, this approach allows you to reduce financial stress and create a solid foundation for long-term financial health and freedom.
GUARANTEED RETIREMENT
Guaranteed retirement planning offers the security of lifetime income that won’t run out, no matter how long you live. Unlike traditional retirement accounts tied to market performance, this plan provides predictable, tax-free payments that you can count on. It removes uncertainty from your financial future and helps you maintain your lifestyle in retirement. With proper planning, you gain peace of mind knowing your income is secure and your golden years will be financially stable.
LONG TERM CARE
Long-term care insurance is a crucial part of planning for the future, especially as healthcare costs continue to rise. This plan helps cover the high expenses associated with nursing homes, assisted living facilities, or in-home care, which are often not fully covered by regular health insurance or Medicare. It ensures that you or your loved ones receive the quality care needed in later years, without draining retirement savings or placing a heavy financial burden on the family.
MORTGAGE PROTECTION
Mortgage protection insurance provides a safety net that ensures your home remains with your family in case of unexpected events like death, disability, or critical illness. It helps cover remaining mortgage payments so your loved ones don’t face the risk of losing their home during a difficult time. This type of coverage is designed to reduce stress and offer financial security, preserving stability when it’s needed most. It’s a smart way to protect both your property and your family’s future.
FINANCIAL EXPENSE
Final expense insurance is a simple, affordable way to ensure your loved ones aren’t burdened with the high cost of funeral services and related expenses. This plan covers burial costs, medical bills, and other end-of-life expenses that can quickly add up. It helps avoid financial stress during an already emotional time, giving your family peace of mind. With coverage in place, you can rest knowing your final wishes will be honored without creating debt for those you leave behind.
Families Helped
Life Insurance Placed
Premium Sold
Professional Agents
Licenses And Credentials
TESTIMONIALS
What others are saying
"Mak got me approved"
"The previous agent showed me something that was thrice as expensive as what Mak showed me. I was so turned off by the previous agent, but I decided to give it one more shot and I'm glad I did. Mak got me approved and covered the same day we spoke on the phone."
- Ruby H.
"Mak helped us"
"Mak provided us with a comprehensive mortgage protection plan that ensures we get all of our money back if the policy isn’t used. In addition, he helped us secure a final expense policy for my mother, giving our family peace of mind and financial relief during a difficult time."
- Cindy Q.
"I got qualified"
"I've met with 6 other agents and none of them were able to get me insured. Thankfully Mak called, because I was able to get qualified immediately! Since Mak works with many companies, I was able to get something for my family."
- Jenny P.
"Mak made it so easy"
"Mak was the nicest and most professional agent I've dealt with while shopping for insurance. I was initially nervous about buying insurance over the phone, but Mak made it so easy for me to get insurance to protect my kids."
- Ricardo Z.
We shop over 70 highly rated insurance companies to save you time & money.
