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About Us

We are a life insurance brokerage company. We work with insurance Agents to grow all aspects of their business. We have a portfolio of some of the biggest insurance companies around. We have been around for well over 20+ years and have agents who have worked with us just as long.

We also specialize helping people with tax free retirement plans, short term investments with large interest returns.

Plus our mortgage loan company Innovative Mortgage can help you and your clients with Reverse Mortgages, New Loans, and Refinancing.

Call me at 858-675-0100

How We Got Started

To help agents grow their business successfully. We help your clients with retirement plans and mortgage loan options.

Our Ideal Customer

Life Insurance Agents who want to be their own bosses and consumers.

Our Team
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Barry Wilken
Owner/CEO
Products & Services

Tax Free Retirement Plans and Mortgage loans

We provide retirement solutions for consumers and their financial planners. We provide mortgage loans for retirees in reverse markets and new and refinance loans .
Businesses We Recommend

Highly Recommended

By 5+ Local Business Owners!
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