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Debt Concerns Come Into Focus as Spending Bill Advances
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My mission is to work in partnership with my clients to help them create financial security and peace of mind over their lifetime. Every client is unique, and their financial plan should reflect their most important values and goals.
–Gary Montague
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4