Our Services

We appreciate your business
 
_FINANCIAL SERVICES_

Our Services

We appreciate your business
_FINANCIAL SERVICES_

 

Life Insurance
&
Living Benefits

Annuity
Pension
Retirement Planning

Rollover
401K, IRA, 403B, TRS, TSA,
SEP IRA


Collage Planning
&
529 Plan

Wealth Accumulation Protection

Tax planning with Tax Lawyers

Investment With Insurance Companies

Premium Financing

Business Protection Plan


Buy & Sell Agreement

Executive
Bonuse
Plan

Tax
Protection Plan
 

Estate Planning

Final Expense

Mortgage Insurance

Life Settlements
Charity Giving

Parents,
Grand Parents
Gifting Plan

Group Life Insurance

Group Retirement Plans

Captive Insurance


Key Person

Group Supplemental Plans

Defined
Benefits Plans

“People don't plan to fail, they fail to plan”

How do I get started?


Start in just 5 simple steps (without any unnecessary sales pressure)

1.
Register & login
No charge

2.
Setup a meeting with a mentor & expert
No charge
3.
Get answers to
your questions
No charge
4.
Get your
financial health
check
No charge
5.
With knowledge take action & get the right solution based on your financial needs with a mentor or expert
No charge

Financial industry


We work with many financial providers and insurance companies. We can provide the best solution
based on your financial needs and goals, with one of the companies which provide more benefits and
lower cost in the United States without any unnecessary sales pressure.

How do I get started?


Start in just 5 simple steps (without any unnecessary sales pressure)


1.

Register & login

No charge


2.

Setup a meeting with
a mentor & expert

No charge

3.

Get answers to
your questions

No charge

4.

Get your
financial
health check

No charge

5.

With knowledge take action & get the right solution based on your financial needs with a mentor or expert

No charge

Financial industry


We work with many financial providers and insurance companies. We can provide the best solution based on your financial needs and goals, with one of the companies which provide more benefits and lower cost in the United States without any unnecessary sales pressure.


Experience you can count on

Our commitment is to create a partnership with our clients
and with our financial industry professionals to establish a meaningful and successful benefits program through our assurance of client support, innovative solutions, and an excellent level of service.

We continue to pride ourselves in offering individualized consulting, Entrepreneur Mentor-ship Programs, Smart-Money Management Workshops, & Tax Planning Seminars by Tax lawyers. We are an IFMO (Independent Financial Marketing Organization) with a unique system in the USA to provide a fast successful business platform for those who are seeking to enter the financial industry.

We are looking to partner up with Annuity and Life Insurance Agents, Insurance Agencies, CPA’s, Accountants, Bookkeepers, Financial Planners, Loan Officers, Insurance Brokers, Real Estate Brokers and other professionals to bring additional value and higher credibility to their firm and grow together. We are also looking to train individuals as independent professionals who are willing to learn and want to own their own business to be their own boss.

Read more

Let's talk

Want to apply for any of our services? Send us a message today, and we can help you find your path to success.

    Experience you can count on


    Our commitment is to create a partnership with our clients and with our financial industry professionals to establish a meaningful and successful benefits program through our assurance of client support, innovative solutions, and an excellent level of service.

    We continue to pride ourselves in offering Individualized Consulting, Entrepreneur Mentor-ship Programs, Smart-Money Management Workshops, Tax Reduction Seminars by Tax lawyers. We are an IMO (Independent Marketing Organization) with a unique system in the USA to provide a fast successful business platform for those who are seeking to enter the financial industry.

    We are looking to partner up with Annuity and Life Insurance Agents, Insurance Agencies, CPA’s, Accountants, Bookkeepers, Financial Planners, Loan Officers, Insurance Brokers, Real Estate Brokers and other professionals to bring additional value and higher credibility to their firm and grow together. We are also looking to train individuals as Independent Professionals who are willing to learn and want to own their own business to be their own boss. Read more


    F - Financial


    T - Technology


    M - Mentorship


    FTM is a group of independent professionals and certified licensed, all over the US. We gather Individuals, Families, Business Owners, Financial Providers and the largest Insurance Companies in America, especially in the state of Texas. We strive to make financial products and services accessible to everyone, specially to middle-income families and small business owners. Read more

    Let's talk

    Want to apply for any of our services? Send us a message today, and we can help you find your path to success.