Bruce Colwell

As you get older, what’s something that gets more and more annoying?

When David and Kim got married, they didn’t have much—but they had each other, and that was enough.

They built a life together with two kids, a dog, a small house with a big yard.

Then, out of nowhere, cancer came into their lives like a thief in the night.

They were in shock, angry… scared. Kim remembers that David had always been the strong one. The one who handled the bills, kept track of the insurance, made sure we never missed a payment on anything.

His diagnosis was terminal. Even though David was given six months to live, he was always thinking about Kim more than himself.

Fortunately for Kim, David had set up something “just in case” a few years ago with our team over the phone. It was a life insurance policy—but not the kind you may remember your parents talking about.

This Index Universal Life Insurance has living benefits, which allowed them to access a large lump sum of cash before David passed.

It helped pay for hospital bills, in-home care, and even provided them with a few last bucket list trips so the family could build some lasting memories together.

They didn’t have to dip into their savings or drain their retirement accounts. And when David left this world, that same policy made sure Kim didn’t have to move, sell their house, cars or even have a garage sale.

She remembers that she did not have to create a GoFundMe or ask anyone for help.

Kim shared with us that even in quiet moments when she’s thinking of David, she smiles knowing that he made sure she and the kids would be okay financially...

How did David find his amazing life insurance policy? Our team of patient professionals took the time to explain everything in plain English - without any of the confusing jargon.

By helping David understand what he was doing and getting approved right over the phone, he felt confident in his decision and didn’t even have to leave the house to take control of his family’s financial future.

Now Kim tells everyone she knows…
Don’t wait.
Don’t assume.
Protect each other while you still can.

If you would like to take control of your family’s financial future, call our team today to find out if you qualify for a plan like David did.

Call our Team - we can show you how to get the most out of your IUL, Term or Whole Life Insurance Policy - including Living Benefits (412)547-9885

Curious:
on a scale of 1 to 10…
How uncertain does the market’s unpredictability make you feel about your portfolio?

MAKE SOMEONE
SMILE TODAY!
(It’s Free)

Will the market
retest the lows
again this year?

Don’t forget
Mother’s Day
is this Sunday!

Social Security
is seeming less secure than ever.

Warren Buffet
will be passing
on the torch!

The best time to buy Life Insurance …

… is when you don’t need it.

Happy Easter 2025!

Who’s your favorite 90s Dad and Why?

Sick of being on the roller coaster?
Rebalance your portfolio today!

There’s No guarantee that we hit the floor yet…
Why just accept losses when you don’t have to?

None of my clients a penny this year
Even though the market has declined

Since 1/19/25 the S&P has declined…
If you could still win with zero loss

HOW MUCH BETTER WOULD YOU SLEEP zzz?
I’ll teach you my strategy for free.