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Discover Solutions

WEALTH SPACE

The Agency of the Future

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To pursue creating wealth and financial freedom for families.

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The Year of Expansion

2021

The Year of Innovation

2020

The Year of Foundation

2019

Parents with Child

Our Partners

We have aligned with world class partners

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Lafayette Life
Mutual Trust Life
Fidelity & Guaranty life
Ohio National Life
National Life

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AIG Life
Allianz Life
ANICO life
Columbus Life
Foresters Financial

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Gerber Life
Global Atlantic Life
Transamerica Life

Viva Wealth Funds

Spectra Real Estate Investment

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Strategies

Be your own banker to build wealth

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Wealth Building Strategy

A long-term asset accumulation strategy should have the potential to outpace inflation and take into consideration how different products and account types are taxed. When determining the best strategy for you, it's important to determine how long you may live in retirement and how much it will cost to live comfortably during those years.

Technology

Intelligent wealth building software

DZIGN Pro is a proprietary wealth accumulation and debt elimination designing software. Its premium features include gathering financial data and integrating with preferred vendor partner’s software to calculate and design accurate reports within seconds with precision. DZIGN Pro takes years of wealth building knowledge and converts it into simple, predictable and easy to use technology, so you can design a wealth building strategy for your clients like a pro!

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